Funds For Family Offices

overview

At Aspen Funds, we understand the unique financial needs of affluent families.

When evaluating prospective partnerships with new family offices, we dedicate the time needed to comprehensively understand their objectives, preferences, and values to ensure that we are aligned.

We know that family offices are increasingly competing with institutional investors, and private equity firms in securing lucrative deals.

We extend our commitment to equipping our relationships with specialized expertise, guidance, and support throughout the investment journey, providing a competitive edge that delivers tangible results.

Our Track Record by the Numbers

Investor Capital Managed
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Assets Under Management
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Investor Distributions Since Inception
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our approach

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CLOSING SOON

51 Upstream Energy Fund VII

Targeted 25–35% IRR | Tax-Advantaged Oil & Gas Investing

Participate in a diversified oil & gas portfolio focused on current cash flow and long-term growth. UEF VII offers exposure through non-operating working interests (NOWI) and royalty interests (ORRI), giving you the upside of energy investing—without operational risk.