Position your clients in structurally advantaged private markets
A multi-vertical platform structured for capital preservation and built for the advisor who values substance and a personal touch.
$400M+
Investor Capital Managed
$800M+
Assets Under Management
$100M+
Investor Distributions Since Inception
13+
Year Track Record
*As of May 2026
A macro-driven platform built for disciplined capital allocation
Aspen Funds identifies structural imbalances across credit, energy, industrial, and housing markets, then positions capital to benefit before those dislocations are widely recognized. Our leadership invests personal capital alongside your clients in every fund we operate.
Built for advisors who value substance over salesmanship
Institutional Discipline, Middle-Market Access
Institutional-grade rigor and reporting with the access and responsiveness of a focused platform.
Uncorrelated Verticals
Four distinct macro theses with different return drivers — construct client allocations across strategies that don't move in lockstep.
Evergreen + Closed-End Structures
Ongoing access without capital call complexity for most strategies, plus closed-end development funds for equity growth exposure.
Compliance-Ready Materials
Audited financials, 3rd party due diligence report, detailed offering memoranda, and standardized tear sheets designed for your compliance review process.
Tax-Advantaged Structuring
Depreciation, cost segregation, IDC deductions, and depletion allowances across verticals. Specific projected tax benefit ranges available.
100% Co-Investment
Our leadership invests personal capital alongside your clients in every fund. Structural alignment, not just contractual.
Enhanced Share Classes for Advisor Relationships
Multiple share classes designed for larger allocations and programmatic advisory relationships. Contact our team to discuss preferred terms tailored to your practice.
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Explore Our Verticals
Each Aspen vertical starts with a macro thesis, is built around the asset class best positioned to benefit, and is led by dedicated professionals under the oversight of a formal investment committee.
Explore VerticalsAspen Credit
Private credit strategies across mortgage notes and CRE lending, structured for downside protection and consistent income.
Aspen Industrial
Industrial real estate positioned to capture the long-term demand shift toward domestic manufacturing and supply chain resilience.
Aspen Energy
Direct oil and gas exposure — structured for favorable tax treatment and long-term production income.
Aspen Multifamily
Multifamily real estate in high-growth demographic markets, positioned for long-term equity appreciation.
Portfolio Frameworks for Client Conversations
Distinct allocation models for the clients you serve most often: the income-focused retiree, the HNW diversifier, the tax-senstive high earner, and the growth-oriented accumulator. Built for RIA's and wealth managers asking where private market deals fit in a portfolio, why they fit there, and how to walk a client through it.
View the Frameworks
Ready to explore Aspen Funds for your clients?
Our team can walk through current offerings, provide compliance-ready materials, and discuss how Aspen's verticals complement your clients' allocations.