ASPEN GROVE INVESTMENT MANAGEMENT, LLC

Overview

Aspen Grove Investment Management, LLC is an individual-owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and manages client relationships on a discretionary basis. Investment approach centers on using pooled public funds as the core building blocks of client portfolios while layering in third-party alternative strategies—primarily hedge funds and real estate-related exposures—to complement return streams and manage risk. Aspen Grove does not position itself as an active ESG investor and is not structured as a multi-state adviser. Its classification is unclassified and it is not a capital allocator; instead, the firm relies on external managers for alternative allocations and uses mutual funds as the primary vehicle for liquid public-market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices