Investment adviser · CRD 158166
ASPEN GROVE CAPITAL, LLC
Investment adviser filing (IA)
AVON, CO, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $6.67B Form ADV · Item 5.F
- Client accounts
- 3,287 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 40 | $6,646,508,962 | 99.6% |
| Pooled investment vehicles | 2 | $23,437,457 | 0.4% |
Filing source
Form ADV 2132158 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AGC BLOCKCHAIN, LLCHedge Fund · Last reported Sep 14, 2026$16.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-5080334240
- Reported beneficial owners
- 17
- Minimum commitment
- $25K
- Form D file number
- 021-441105
Form ADV 2132158 · Sep 14, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AGC KSLCP VI, LLCHedge Fund · Last reported Sep 14, 2026$6.93MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-4480651355
- Reported beneficial owners
- 19
- Minimum commitment
- $25K
- Form D file number
- 021-435993
Form ADV 2132158 · Sep 14, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
137 BENCHMARK ROAD, SUITE C103B-2AVON, CO, 81620, United States
CRD 158166
Filing source
Form ADV 2132158 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.