Bios - Aspen Funds

Meet our Management Team

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Robert Fraser

Co-Founder • CFO

Robert Fraser is a finance and technology executive with over 20 years of experience who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is...Read More

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James Maffuccio

Co-Founder • Managing Director

Mr. Maffuccio is a 30-year real estate veteran and an expert in mortgage notes. He is deeply networked in the secondary mortgage industry and is responsible for acquisitions and underwriting as well as relationships with primary sources and key vendors....Read More

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Dan Schulte

Managing Director • COO

Mr. Schulte was formerly a Managing Partner at B12 Capital Partners, a private equity firm that focused on the acquisition of mid-market manufacturing and distribution companies in the Midwest. While at B12 he formed and operated B12 Real Estate Advisors,...Read More

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Ben Fraser

Managing Director • Chief Investment Officer

Ben Fraser is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the-box investments. With a professional background that spans over a decade, Ben...Read More

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John Briseno

VP of Default Servicing

John spent 18 years with James B. Nutter & Co., a national residential lender, most recently as a Loss Mitigation & Default Counseling Manager, where he managed a large team, modifying over $127M in mortgage loans. John is a Certified...Read More

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Tom Boren

SVP of Acquisitions

Tom has been in the real estate note industry for nearly a decade. He is primarily responsible for note acquisitions, note sales, and developing key relationships to create and maintain deal flow. Tom has a vast network of relationships with...Read More

Our Models

Income

For investors looking for consistent cash flow every month

Growth

For investors looking to grow their portfolio for the long haul

Income

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Our income fund is designed to generate consistent passive income every month for our investors. Every month we send preferred returns right into your bank account – 9% annually. Or, if you like, you can reinvest those returns and compound your investment.

Also, every quarter we add up any additional profits and share those with our investors. These profits are accrued into the share price, so the value of your shares grow too. What about when you need some or all of your money back? Unlike most private funds, we offer investors the ability to redeem their investment on a quarterly basis after our 1-year lock-up period.

Learn more about the fund strategy.

THE DETAILS

Preferred Return: 9% | Track Record: 8 years | Accredited Investors Only | Minimum Investment: $50,000

Growth

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Our growth funds are designed to generate strong returns for investors who want to grow and compound their wealth. We started our first fund using this niche strategy and have produced strong results. We continue to operate several funds using this strategy.

Because this is such a niche strategy, and we are very selective in the assets we purchase, we are currently unable to deploy more capital. Be sure to subscribe to our email list to be notified as new opportunities arise or we create new funds.

THE DETAILS

24 Month net IRR: 15.7% | Track Record: 9 years | Status: Currently closed to new investors

Watch The Webinar

The latest 27-minute Aspen Income Fund Deep Dive webinar covers many topics in great detail, including:

How to generate consistent income passively

Real examples of real estate notes and how they work

How private investments compare to other asset classes

The keys to conservatively underwriting these assets

Why it's better to be the bank

About Aspen's historical track record

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