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Aspen Funds
Sponsor

5.00

Actively Raising

Overview

Aspen Funds is an Inc. 5000 investment fund manager with a 10-year track record offering alternative, real estate-secured investments.

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

Details

Assets Under Management$600M
Number of Deals Exited5
Average IRR25.00%
Average Equity Multiple7x
AAR25.00%

Deals
2

Deal Thumbnail

Aspen Industrial Bel Aire, LLC

Minimum Investment$100,000
Close Date9/11/2024
Actively Raising
Deal Thumbnail

Aspen Private Credit Fund, LLC

Minimum Investment$100,000
Close Date5/9/2024
Actively Raising

Reviews
2

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highlighted review

CM

Cameron Mehta

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.

BS

Brad Sorensen

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.

CM

Cameron Mehta

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.