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Aspen Capital Management

● SEC registered since 2004CRD 119050SEC# 801-63437Boise, ID
Export (members)
Reg. AUM
$1.13B
Employees
9
Accounts
1,458
Location
Boise, ID

Aspen Capital Management assets under management

Aspen Capital Management operates as an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2004. It reports $1.1 billion in regulatory assets under management and employs 9 people.

Aspen Capital Management owners & executives

3 reported
NameTitleOwnershipSince
Katherine Grace DowMember10-25%2023
Mike Sean Mers ControlMemberOver 75%2002
Rachel Anne LysneChief Compliance Officer5-10%2023

Frequently asked questions

How much does Aspen Capital Management manage?

Aspen Capital Management reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Aspen Capital Management have?

Aspen Capital Management reports 9 employees.

Where is Aspen Capital Management located?

Aspen Capital Management is based in Boise, ID and has been SEC-registered since 2004.

Does Aspen Capital Management disclose fund performance?

Aspen Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 S Capitol Blvd, Suite 610, Boise, ID 83702
Phone208-345-0174
Fax208-345-0174
Office hours4-Sep
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.11B
Non-discretionary$22.2M
Total (RAUM)$1.13B