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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 29 clients, or 5.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Services
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The full Aspentree Capital Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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
SMA allocation detail is available
Aspentree Capital Corporation has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.