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Aspen Private Advisors, LLC

● SEC registered since 2018CRD 297639SEC# 801-113814Sioux Falls, SD
Export (members)
Reg. AUM
$176.7M
Employees
4
Accounts
458
Location
Sioux Falls, SD

Aspen Private Advisors, LLC assets under management

Aspen Private Advisors, LLC is a registered investment adviser overseen by the SEC based in Sioux Falls, SD. The firm has been registered since 2018. It reports $176.7 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/todd-dathe-687a163aView on SEC.gov ↗

Aspen Private Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Aspen Holdings, LLCOwnerOver 75%2021
Jeremy James Sorenson ControlManaging MemberUnder 5%2018
Todd Robert Dathe ControlManaging Member & Chief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Aspen Private Advisors, LLC manage?

Aspen Private Advisors, LLC reports $176.7 million in regulatory assets under management on its Form ADV.

How many employees does Aspen Private Advisors, LLC have?

Aspen Private Advisors, LLC reports 4 employees.

Where is Aspen Private Advisors, LLC located?

Aspen Private Advisors, LLC is based in Sioux Falls, SD and has been SEC-registered since 2018.

Does Aspen Private Advisors, LLC disclose fund performance?

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

Contact & registration

Address5201 South Western Avenue, Suite 103, Sioux Falls, SD 57108
Phone605-951-9620
Office hours9a.m. - 4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$176.7M
Non-discretionary$0
Total (RAUM)$176.7M