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Aspen Grove Capital is a Colorado-based firm specializing in comprehensive investment management advice, wealth planning, and multi-family office services. The company provides bespoke financial strategies and operational support, meticulously tailored to the intricate needs of ultra-high-net-worth individuals and families. Their approach emphasizes personalized solutions for complex financial landscapes.
The firm was established in 2011 by Jeff Kirwood, whose background includes an education from Harvard Business School. Kirwood founded Aspen Grove Capital with the insight that sophisticated clients required a dedicated, integrated advisory partner to navigate their wealth management and family governance challenges effectively, particularly in the Rocky Mountain region.
Aspen Grove Capital serves a select clientele of affluent individuals and families who seek diligent oversight and strategic planning for their financial futures. The company's vision is to act as a trusted, long-term steward of client wealth, facilitating not only financial growth but also the efficient intergenerational transfer of assets and values.
Aspen Grove Capital has 1 tracked investment across 1 company. The latest tracked deal is $45.0M Series B in Galvanize in August 2016.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 1, 2016 | Galvanize | $45.0M Series B | Paul Mariani | Kleiner Perkins, Greg Maffei, Colorado Impact Fund, Haystack, University Ventures |