|
⚲
|
| Aspen Capital Management
✚
|
|
|---|---|
| CRD # | 119050 |
| SEC # | 801-63437 |
| CIK # | 0002065974 |
| AUM | $1.1 B (2025-03-05) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 208-345-0174 |
| Address | 101 S Capitol Blvd Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| US Bancorp de | 10.7 | ||
| Nvidia Corp | 4.5 | ||
| Apple Inc | 4.5 | ||
| Microsoft Corp | 3.9 | ||
| Payoneer Global Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 62.7 |
| (b) Individuals (high net worth individuals) | 234 | 974.4 |
| (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 | 3 | 93.5 |
| (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 | 1,458 | 1,130.6 |
| By Discretionary | ||
| Discretionary | 1,400 | 1,108.5 |
| Non-Discretionary | 58 | 22.2 |
| Total | 1,458 | 1,130.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,130.6 | |
| Total | 1,458 | 1,130.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065974] |
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|---|---|---|
|
Class VI Family Office LLC
✚
|
CO | 1.2 |
|
Action Point Financial Planning LLC
✚
|
MI | 1.2 |
|
Wgshaheen & Associates Ltd
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|
NY | 1.2 |
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 1.1 |
|
ARIS Investing LLC
✚
|
IL | 1.1 |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1.1 |
|
Jacobs & Company LLC
✚
|
CA | 1.1 |
|
PrairieView Partners LLC
✚
|
MN | 1.1 |
|
James J Burns & Company LLC
✚
|
NY | 1.1 |
|
Galilei Investment Office LLP
✚
|
1.1 |