ASPEN PRIVATE ADVISORS, LLC

Overview

Aspen Private Advisors, LLC is an independent registered investment adviser that targets individual and family clients with a fee model that blends assets-under-management, hourly, and fixed-fee arrangements. The firm, SEC-registered in 2018, positions itself as a discretionary portfolio manager that pairs financial planning with ongoing portfolio oversight. Its advisory scope includes planning, separately managed account-type services, portfolio management for both individuals and small businesses, institutional/business portfolio work and pension consulting. Investment activity is centered on publicly traded pooled vehicles for core exposures, while the firm also allocates to third‑party alternative fund managers for private market access. Aspen Private Advisors tends to implement multi‑asset exposures through mutual funds and public funds as the primary building blocks, supported by targeted allocations to private equity, venture capital and real estate funds where appropriate for clients who can access illiquid strategies. The firm is not an active ESG investor per its disclosures and conducts its custody relationships primarily through a major independent custodian, indicating a model built around outsourced custody and third‑party manager access. It lists an insurance company among its industry affiliations, suggesting some integration of insurance solutions into client planning where relevant.

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Public Holdings

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Location & Offices