Investment adviser · CRD 170802

ASPENINVEST ADVISORS, LLC

Investment adviser filing (IA)

MONTEVIDEO, Uruguay · Form ADV filed Apr 8, 2014

Regulatory AUM
$19.2M
Form ADV · Item 5.F
Client accounts
36
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 8, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

MANTUA 6662, OFICINA 1
MONTEVIDEO, 11600, Uruguay

CRD 170802

Filing source

Form ADV 796160 · Apr 8, 2014 · 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.