ASPEN GROVE CAPITAL, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

20 42.86%

of those in investment advisory functions:

10 11.11%

Registration:

Colorado, Terminated, 6/20/2013

Other registrations (1)
AUM:

5,239,515,491 14.34%

of that, discretionary:

4,048,807,494 18.56%

Private Fund GAV:

34,881,614 14.33%

Avg Account Size:

2,001,343 -4.61%

% High Net Worth:

94.59% 3.60%

SMA’s:

YES

Private Funds:

2

Contact Info

970 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 976M 488M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

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04/01/2021

There is no one analyst in which a Quantitative Star Rating and Fair Value Estimate is attributed to; however, Mr. Lee Davidson, Head of Quantitative Research for Morningstar, Inc., is responsible ...

Morningstar

Kaizen Discovery Inc.
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Dortch: Classic To Feature Talented Rookies, Seasoned Pros
03/30/2021

Consulting greens superintendent Joe Kennedy, who oversees the Legends Club courses and the Little Course at Aspen Grove near Nashville, is sold on the concept. The Little Course also serves as a ...

chattanoogan.com

Celebrity Homes News: Tom Cruise, Jimmy Fallon & Derek Jeter Fabulous Homes
03/25/2021

Detached and in its own aspen grove is the charming guest house. Combined, there are a total of seven bedrooms and nine full baths. Encompassing 12,590 square feet of living space between the main ...

Yahoo Finance

Kevin Hart
03/24/2021

including at the apple store in Aspen Grove. Texas Doctor Clay Cockerell And His Clinic Accused Of Racking Up $4.2 Million In Fake ClaimsThe Department of Justice has filed suit against a North ...

denver.cbslocal.com

Milton Seedy Saturday goes virtual March 27
03/23/2021

Robert, an accredited author of 4 garden books and 2 garden blogs, is a Master Gardener with 40 years of gardening experience and the owner and developer of Aspen Grove Gardens; a six-acre ...

thestar.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $34,881,614

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Private Funds



Employees




Brochure Summary

Overview

Aspen Grove Capital, LLC (referred to as “we,” “our,” “us,” or “Aspen Grove”) was formed in March 2011. Our principal owner is Jeffrey C. Kirwood. Aspen Grove is a multi-family office that provides a trusted and holistic approach to investment management services across multiple asset classes. Our client relationships are guided by an investment policy for each family. The investment policy is highly customized and aligned to each family’s risk appetite, lifestyle needs and long-term wealth creation and wealth transfer goals. Aspen Grove monitors and facilitates the subscription and redemption process and process of cash flows, such as capital gains or dividends, with regards to client assets invested in private funds advised by Aspen Grove and third-party managers. Clients may impose restrictions on the investments we make. If requested by the client, Aspen Grove also provides bill paying and the coordination of professional and other services (i.e., legal, insurance, home repair, public relations). Aspen Grove is the investment advisor to private investment funds (“Private Funds”) and provides discretionary and non-discretionary investment advisory services to separately managed accounts. Aspen Grove provides clients with the opportunity to invest in one or more Private Funds that seek to achieve their objective by deploying assets among a select group of third-party investment managers that generally conduct their investment programs
through unregistered, pooled investment vehicles (“Funds”). This allows clients to invest with investment managers whose Funds will be closed from time to time to new investors or that otherwise typically place stringent restrictions on the minimum investment requirements that these investment managers typically would impose. Private Funds advised by Aspen Grove are not offered or sold to the public. They are accessible only to our clients who are “Accredited Investors” as defined in Regulation D under the Securities Act of 1933 who receive an operating agreement issued by the Private Fund and who ultimately become parties to the agreement governing the operations of the Private Fund. The terms and conditions for participation in each Private Fund, including expenses, conflicts of interest and risk factors, are set forth in the respective Private Fund’s offering documents. As a registered investment advisor subject to Section 206 of the Advisers Act, Aspen Grove acts as a Fiduciary related to the conduct of its investment advisory services. As such Aspen Grove has an obligation to act in the best interest of its clients guided by the core fiduciary duties of loyalty and care. Assets under management As of 12/31/2022, we were actively managing $3,415,061,030 of clients’ assets on a discretionary basis and $1,167,167,847 on a non-discretionary basis. The total amount of regulatory assets under management were $4,582,228,877.