Lauren B.
5.00
"Would invest with them again! "
The team at Aspen Funds is top notch - some of the smartest in the industry, and i'm glad to have a small piece of my portfolio allocated to their opportunity fund. Mike is a great communicator, and I thoroughly enjoy talking with all of them when I have the opportunity.
Brad S.
5.00
"Aspen Funds seems to be a solid GP "
My investment with Aspen Funds' 116 Upstream Energy Fund is reasonably new (one year, give or take), but so far the fund is over-performing.
Cameron M.
5.00
"One O&G Investment, Planning on Future Investments"
Positive experience with Aspen. I like that they are a public facing company. Reporting is adequate, timely and complete. They don't go above and beyond with quarterly updates, hence the 4 starts, but otherwise are responsive, etc. My biggest complaint is that they prioritize larger investors. For example, if an investor has 1M to invest, they will receive a return of 10% vs 8% at a 100k investment amount. I personally don't ethically like tiers that reward larger investors and this has deterred me from a few of their investments. Will be placing more capital with them in the future.
5.00
Aspen Funds Website
Aspen FundsAspen Funds Overview
Aspen Funds is an Inc. 5000 investment fund manager with a 10-year track record offering alternative, real estate-secured investments. Current offerings include private credit, oil and gas, industrial, and distressed mortgage notes.
Address
WTW (Willis Towers Watson), 5700 W 112th St STE 110
Overland Park,
Kansas
66211
Year Founded
2012
Operates In
Missouri
Kansas
Asset Classes
Mortgage Notes
Multifamily
Industrial
Storage
Oil & Gas
Accepted Investors
Accredited