ASPEN PARTNERS, LTD. (CRD# 135287) is an SEC-Registered Investment Advisor (RIA), headquartered in Richmond, VA. The SEC approved the firm to operate as an RIA in Aug 2005. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $140.8 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ASPEN PARTNERS, LTD. also reported in Sep 2018:
  • 7 employees, with 4 performing advisory functions.
  • A total of 3 office locations.
  • No registrations with foreign financial regulatory authorities.
  • Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASPEN PARTNERS, LTD. has no disclosure events reported to the SEC at this time.

View ASPEN PARTNERS, LTD.'s most recent Form ADV filing

ASPEN PARTNERS, LTD. has Notice Filings with the following State Securities Authorities: CO-Mar 2017, GA-Aug 2005, VA-Mar 2015

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