Aspen Partners, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2020 · $7.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Contractual Income Fund | Other Private Fund | Delaware | $7.5M | 14 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bush, William, Ware | Director | Jun 2007 (19y) | 50% – 75% | |
| Fisher, Bryan, Robert | Director | Jun 2007 (19y) | 50% – 75% | |
| Terry, Deborah, Holland | Chief Financial Officer | Sep 2009 (17y) | Less than 5% | |
| Vick, George, Davis | Chief Compliance Officer | Feb 2020 (7y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Contractual Income Fund | Other Private Fund | $7.5M | $100K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 555 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗