CRD: 118946
Aspentree Capital Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-1991
- Office Locations
- 1
Office Locations
About Aspentree Capital Corporation
Aspen Tree Advisory provides multi-family office and investment consulting for ultra-high-net-worth families, family offices, and select institutions, with experience across venture capital, hedge funds, and private equity. Led by Thomas J. Haug, the firm supports asset allocation, co-investment due diligence, portfolio structuring, and banking/lending decisions, leveraging a long-tenured network to bring in the right experts and resources.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Owner & Executives
ROBERT BONCZEK
DIRECTOR, President
- CRD
- --
- Ownership
- 50% but less than 75%
WILLIAM M TOMAI
DIRECTOR, TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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SETH LAWRENCE COGSWELL
Founder, Managing Member, Managing Partner
- CRD
- #5010120
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,801,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,801,624 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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