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Aspeninvest Limitada (Montevideo)


Aspeninvest Limitada is an adviser based in Montevideo. It manages $3.5 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2003.

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Aspeninvest Limitada provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aspeninvest Limitada: assets under management

The assets under management (AUM) of Aspeninvest Limitada is $3.5 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.5 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aspeninvest Limitada 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 Limitada performs its advisory services is located at Bulevar Artigas 62 Ap.205, Montevideo, 11300, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (011598 2) 711 4304 or by fax (011598 2 711 4304. 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 www.aspeninvest.com.


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