SourcingSourcing

ASPEN RENEWABLE INVESTMENTS, L.L.C.

C39
CRD 334812·SEC 801-132127·NEW YORK, NY
AUM
$868.4M
$500M-$1B
Est. Revenue
$8.7M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASPEN RENEWABLE INVESTMENTS, L.L.C.
CRD
334812
SEC file #
801-132127
EIN
—
DBA names
—

Economics

AUM
$868.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$1.02B → $868.4M▼ -15%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASPEN RENEWABLE INVESTMENTS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ASPEN RENEWABLE INVESTMENTS
ZWILLINGER, DAVID, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo20
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
DAVID MICHAEL ZWILLINGER
Executive Officer · 2.5%
4427992
STANISLAV NMN KRUTONOGIY
Executive Officer · 2.5%
2768343
PETRELLA JR., RUSSELL, CONRAD
Executive Officer · 2.5%
7467011