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ASPENTREE CAPITAL CORPORATION

CRD 118946

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$39.8M

Discretionary AUM

$39.8M

Team

5 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals1$5K
High net worth individuals26$33.3M
Pooled investment vehicles1$3.1M
Charitable organizations1$3.4M

Official SEC filing: View on IAPD