Dan Schulte - Managing Director of Aspen Funds
Dan Schulte

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, an entity that provided financing for single tenant sale-leaseback transactions. In that capacity, he also formed and managed Triple Crown Realty Trust, a real estate acquisition and development company that will convert to a REIT in 2019. He remains on the Board of Triple Crown as an independent director and Chairman of the Board.

Previously, he spent 15 years as the Senior Vice President and General Counsel of Waddell & Reed Financial, Inc., a NYSE-Listed asset management firm with $135 billion in assets under management located in Overland Park, Kansas. In that role, he advised the management, officers and directors of Waddell on all legal, compliance and corporate governance matters, including all legal issues in acquisitions, strategic investments, divestitures and regulatory compliance. As a result, he has extensive experience in the raising of capital through the public and private offerings of securities.

Dan also manages several family-owned investment entities that have direct investments in private operating companies. He is also a founding and managing member of Market Vineyards, an award-winning boutique winery located in Richland, Washington.

Prior to his roles at Waddell, Daniel was engaged in the private practice of law as a transactional business and securities lawyer with the Klenda Mitchell law firm in Wichita, Kansas. He also spent two years as a tax accountant with Ernst & Young, LLP in Kansas City, Missouri.

Dan is a graduate of the University of Kansas School of Law and Bethel College where he majored in Accounting and Business Administration.

Our Track Record by the Numbers


Capital Managed


Assets Under


Years Track


Investor Distributions
Since Inception

Our Models


For investors looking for consistent cash flow every month


For investors looking to grow their portfolio for the long haul



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.


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



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.


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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