Aspen Partners

“We raised $100 million in the first year, and we're launching the next vintage now.”

“"Our view was: We're already charging clients an advisory fee, so we don't need to double-dip. We don't charge a separate management fee or carry to run the fund." — Don Calcagni, CIO of Mercer Advisors”

“Aspen Partners represents a shift in the industry: that a sufficiently large registered investment adviser can act as its own general partner rather than routing client capital through intermediary platforms like iCapital or CAIS.”

“"Because we manage our clients' whole balance sheet, with liquidity planning and other allocations already in place, our clients aren't panicking and trying to redeem."”