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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.8B | $4.8B | $1B | 21 | 4 |
| Mar 2024 | $5.2B | $4B | $1.2B | 20 | 0 |
| Aug 2023 | $4.6B | $3.4B | $1.2B | 14 | 1 |
| Mar 2023 | $4.6B | $3.4B | $1.2B | 14 | 1 |
| Mar 2022 | $5B | $3.2B | $1.7B | 13 | 0 |
| Jan 2022 | $3.7B | $1.3B | $2.4B | 9 | 0 |
| Mar 2021 | $3.7B | $1.3B | $2.4B | 9 | 0 |
| Jun 2020 | $3.2B | $1.1B | $2.2B | 8 | 0 |
| Mar 2020 | $3.2B | $1.1B | $2.2B | 8 | 0 |
| Mar 2019 | $2.7B | $1.8B | $898M | 8 | 0 |
| Mar 2018 | $2.8B | $1.3B | $1.5B | 7 | 0 |
| May 2017 | $2.4B | $423.9M | $1.9B | 7 | 1 |
| Mar 2017 | $2.4B | $423.9M | $1.9B | 7 | 1 |
| Mar 2016 | $1.4B | $146M | $1.2B | 5 | 1 |
| Jun 2015 | $1.4B | $547.7M | $805.7M | 5 | 1 |
| Mar 2015 | $1.4B | $547.7M | $805.7M | 5 | 1 |
| Mar 2014 | $1.4B | $482.8M | $926.8M | 4 | 1 |
| May 2013 | $840M | $840M | $0 | 3 | 1 |
DateMar 2025
Total AUM$5.8B
Discretionary$4.8B
Non-Disc.$1B
Employees21
Clients4
DateMar 2024
Total AUM$5.2B
Discretionary$4B
Non-Disc.$1.2B
Employees20
Clients0
DateAug 2023
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.2B
Employees14
Clients1
DateMar 2023
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.2B
Employees14
Clients1
DateMar 2022
Total AUM$5B
Discretionary$3.2B
Non-Disc.$1.7B
Employees13
Clients0
DateJan 2022
Total AUM$3.7B
Discretionary$1.3B
Non-Disc.$2.4B
Employees9
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$1.3B
Non-Disc.$2.4B
Employees9
Clients0
DateJun 2020
Total AUM$3.2B
Discretionary$1.1B
Non-Disc.$2.2B
Employees8
Clients0
DateMar 2020
Total AUM$3.2B
Discretionary$1.1B
Non-Disc.$2.2B
Employees8
Clients0
DateMar 2019
Total AUM$2.7B
Discretionary$1.8B
Non-Disc.$898M
Employees8
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees7
Clients0
DateMay 2017
Total AUM$2.4B
Discretionary$423.9M
Non-Disc.$1.9B
Employees7
Clients1
DateMar 2017
Total AUM$2.4B
Discretionary$423.9M
Non-Disc.$1.9B
Employees7
Clients1
DateMar 2016
Total AUM$1.4B
Discretionary$146M
Non-Disc.$1.2B
Employees5
Clients1
DateJun 2015
Total AUM$1.4B
Discretionary$547.7M
Non-Disc.$805.7M
Employees5
Clients1
DateMar 2015
Total AUM$1.4B
Discretionary$547.7M
Non-Disc.$805.7M
Employees5
Clients1
DateMar 2014
Total AUM$1.4B
Discretionary$482.8M
Non-Disc.$926.8M
Employees4
Clients1
DateMay 2013
Total AUM$840M
Discretionary$840M
Non-Disc.$0
Employees3
Clients1