ASPEN GROVE CAPITAL, LLC
CRD #158166 SEC #801-78138 AVON, CO 970-688-4188
SEC Registered Private Funds
Total AUM
$5.8B
Discretionary
$4.8B
Employees
21
Clients
26
Accounts
2,970
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORVITZ, MATTHEW, J | I | MEMBER | NA | |
| KIRWOOD, JEFFREY, CLAYTON | I | TRUSTEE OF ASPEN GROVE TRUST | NA | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | TRUSTEE OF ASPEN GROVE TRUST | NA | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | TRUSTEE OF ASPEN GROVE TRUST | NA | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | TRUSTEE OF ASPEN GROVE TRUST | NA | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | TRUSTEE OF ASPEN GROVE TRUST | NA | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | MANAGING MEMBER | E | Control |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| ASPEN GROVE TRUST | DE | MEMBER | B | |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MAVEN ADVISERS, LLC | DE | MEMBER | B | |
| GEISMAN, RICHARD, JESS | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
| KIRWOOD, JEFFREY, CLAYTON | I | ASPEN GROVE TRUST | F | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
CA CO FL
Address
90 BENCHMARK ROADSUITE 201
AVON, CO 81620
United States
Phone: 970-688-4188