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| Happy Holidays!! thanks for using AUM13F!! |
| Ascensus Investment Advisors LLC
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| CRD # | 120632 |
| SEC # | 801-61492 |
| CIK # | |
| AUM | $11.6 B (2025-03-24) |
| Employees | 47 (6% Investors, 62% Brokers) |
| Phone | 617-454-6400 |
| Address | 95 Wells Avenue Newton, MA 02459 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 27 | 11.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 11.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 43 | 11.6 |
| Total | 43 | 11.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.6 | |
| Total | 43 | 11.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Devenir Investment Advisors LLC
✚
|
MN | 12.0 |
|
Bricktown Capital LLC
✚
|
MI | 11.8 |
|
First Sentier Investors Singapore
✚
|
11.7 | |
|
Oaktree Fund Advisors LLC
✚
|
CA | 11.6 |
|
Christian Brothers Investment Services Inc
✚
|
IL | 11.5 |
|
Penserra Capital Management LLC
✚
|
CA | 11.5 |
|
CI Global Investments Inc
✚
|
CA | 11.4 |
|
Sapphire Ventures LLC
✚
|
TX | 11.3 |
|
Pacific Capital Partners Limited
✚
|
11.2 | |
|
Glacier Peak Capital Management LLC
✚
|
NJ | 11.2 |