Ascensus Investment Advisors LLC

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Assets, Funds, Holdings

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Ascensus Investment Advisors LLC
CRD #120632
SEC #801-61492
CIK #
AUM $9.9 BB (2024-06-05)
Employees 47 (6% Investors, 55% Brokers)
Phone617-454-6400
Address95 Wells Avenue
Newton, MA 02459
Source [IAPD] [Website]
Total AUM ($BB)
1008060402002000200820162025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 27 9.9
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 10 9.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 10 9.9
Total 10 9.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.9
Total 10 9.9
Comparable Firms State AUM ($BB)
Prime Buchholz LLC
NH 10.4
Sparx Asset Management Co Ltd
10.4
State Farm Investment Management Corp
IL 10.2
Blue Owl Technology Credit Advisors II LLC
NY 10.1
Bricktown Capital LLC
MI 9.9
HPS Advisors LLC
NY 9.7
Prima Capital Advisors LLC
NY 9.5
Oaktree Fund Advisors LLC
CA 9.5
Neuberger Berman Loan Advisers II LLC
IL 9.3
Tensai Holding Company LLC
9.3
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