ASPEN GROVE INVESTMENT MANAGEMENT, LLC

ASPEN GROVE INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 150038). Regulatory assets under management: $52.5M.

Registration

• CRD: 150038
• Type: Registered investment adviser
• Phone: 208-762-1200
• Latest filing: 2026-06-08
• Regulatory AUM: $52.5M
• Discretionary AUM: $52.5M
• Clients: 1
• Accounts: 250

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 150038 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search