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Ascensus Investment Advisors LLC
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CRD # | 120632 |
SEC # | 801-61492 |
CIK # | |
AUM | $9.9 BB (2024-06-05) |
Employees | 47 (6% Investors, 55% Brokers) |
Phone | 617-454-6400 |
Address | 95 Wells Avenue Newton, MA 02459 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
---|
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 |