Aspeninvest Advisors, LLC (Montevideo)


Aspeninvest Advisors, LLC is an adviser based in Montevideo. It manages $19.19 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2014.

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Aspeninvest Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aspeninvest Advisors: assets under management

The assets under management (AUM) of Aspeninvest Advisors, LLC is $19.19 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $8.7 million in discretionary accounts and $10.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $543.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $524.2 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aspeninvest Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Montevideo

The principal office where Aspeninvest Advisors, LLC performs its advisory services is located at Mantua 6662, Oficina 1, Montevideo, 11600, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 598-2-601-9330 or by fax 598-2-601-9330 X13. The normal business hours are 9:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at aspeninvest.com.