ASPEN PARTNERS, LTD.
CRD #135287 SEC #801-64581 ATLANTA, GA 404-879-5131
SEC Registered Private Funds
Total AUM
$7.5M
Discretionary
$7.5M
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2020 | $7.5M | $7.5M | $0 | 4 | 0 |
| Mar 2020 | $7.5M | $7.5M | $0 | 4 | 0 |
| Mar 2020 | $7.5M | $7.5M | $0 | 4 | 0 |
| Feb 2020 | $107.2M | $107.2M | $0 | 7 | 3 |
| Apr 2019 | $107.2M | $107.2M | $0 | 7 | 3 |
| Jan 2019 | $140.8M | $140.8M | $0 | 7 | 2 |
| Sep 2018 | $140.8M | $140.8M | $0 | 7 | 2 |
| Mar 2018 | $148.6M | $148.6M | $0 | 7 | 2 |
| Feb 2018 | $145M | $145M | $0 | 9 | 2 |
| Feb 2018 | $248.8M | $248.8M | $0 | 9 | 2 |
| Sep 2017 | $248.8M | $248.8M | $0 | 11 | 1 |
| Mar 2017 | $248.8M | $248.8M | $0 | 11 | 1 |
| Sep 2016 | $295.6M | $295.6M | $0 | 7 | 1 |
| Jun 2016 | $295.6M | $295.6M | $0 | 7 | 1 |
| Mar 2016 | $295.6M | $295.6M | $0 | 7 | 1 |
| Mar 2015 | $258.6M | $258.6M | $0 | 6 | 1 |
| Jun 2014 | $179.6M | $179.6M | $0 | 6 | 11 |
| Apr 2014 | $179.6M | $179.6M | $0 | 6 | 11 |
| Mar 2014 | $179.6M | $179.6M | $0 | 6 | 11 |
| Dec 2013 | $225M | $225M | $0 | 5 | 1 |
| Mar 2013 | $225M | $225M | $0 | 7 | 1 |
| Feb 2013 | $235.4M | $235.4M | $0 | 7 | 1 |
| Dec 2012 | $235.4M | $235.4M | $0 | 7 | 1 |
| Mar 2012 | $166M | $166M | $0 | 6 | 1 |
| Apr 2011 | $106.7M | $106.7M | $0 | 10 | -- |
| Mar 2011 | $106.7M | $106.7M | $0 | 10 | -- |
| Feb 2011 | $106.7M | $106.7M | $0 | 10 | -- |
| Jun 2010 | $109.1M | $109.1M | $0 | 10 | -- |
| Mar 2010 | $108.8M | $108.8M | $0 | 10 | -- |
| Oct 2009 | $112.7M | $112.7M | $0 | 10 | -- |
| Mar 2009 | $122.5M | $122.5M | $0 | 10 | -- |
| Sep 2007 | $93.7M | $93.7M | $0 | 10 | -- |
| Mar 2007 | $59.8M | $59.8M | $0 | 10 | -- |
| Dec 2005 | $3.9M | $3.9M | $0 | -- | -- |
DateApr 2020
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees7
Clients3
DateApr 2019
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees7
Clients3
DateJan 2019
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees7
Clients2
DateSep 2018
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees7
Clients2
DateMar 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees7
Clients2
DateFeb 2018
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees9
Clients2
DateFeb 2018
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees9
Clients2
DateSep 2017
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees11
Clients1
DateMar 2017
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees11
Clients1
DateSep 2016
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees7
Clients1
DateJun 2016
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2015
Total AUM$258.6M
Discretionary$258.6M
Non-Disc.$0
Employees6
Clients1
DateJun 2014
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees6
Clients11
DateApr 2014
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees6
Clients11
DateMar 2014
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees6
Clients11
DateDec 2013
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees7
Clients1
DateFeb 2013
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees7
Clients1
DateDec 2012
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2012
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees6
Clients1
DateApr 2011
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees--
Clients--