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| Keyboard |
| Aspen Capital Management
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|---|---|
| CRD # | 119050 |
| SEC # | 801-63437 |
| CIK # | 0002065974 |
| AUM | 1,338.3 M (2026-02-24) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 208-345-0174 |
| Address | 101 S Capitol Blvd Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| US Bancorp de | 11.2 | ||
| Apple Inc | 5.6 | ||
| Nvidia Corp | 4.7 | ||
| Microsoft Corp | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 65.8 |
| (b) Individuals (high net worth individuals) | 284 | 1,150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 32 | 122.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,518 | 1,338.3 |
| By Discretionary | ||
| Discretionary | 1,514 | 1,337.1 |
| Non-Discretionary | 4 | 1.1 |
| Total | 1,518 | 1,338.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,338.3 | |
| Total | 1,518 | 1,338.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065974] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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