ASPENTREE CAPITAL CORPORATION

ASPENTREE CAPITAL CORPORATION is an SEC-registered investment adviser (CRD 118946). Regulatory assets under management: $39.8M.

Registration

• CRD: 118946
• Type: Registered investment adviser
• Phone: 919-949-9893
• Latest filing: 2026-03-03
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 5
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search