White Aspen Capital LLC

Overview

White Aspen Capital LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides financial planning and discretionary portfolio management with a client mix of individuals, families and some institutional relationships. Its billing combines a percentage-of-assets model with fixed fees. The firm reports it does not position itself as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. White Aspen’s advisory activities are concentrated on financial planning and portfolio management for individuals and small businesses. The adviser does not report pension consulting or related-adviser affiliations in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives