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| Keyboard |
| Ascensus Investment Advisors LLC
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|---|---|
| CRD # | 120632 |
| SEC # | 801-61492 |
| CIK # | |
| AUM | 12.97 B (2026-01-29) |
| Employees | 48 (4% Investors, 67% 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 | 13.0 |
| (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 | 13.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 13.0 |
| Total | 10 | 13.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.0 | |
| Total | 10 | 13.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mirova US LLC
✚
|
MA | 13.62 B |
|
First Sentier Investors UK IM Limited
✚
|
13.27 B | |
|
Redding Ridge Asset Management UK LLP
✚
|
13.23 B | |
|
Smith Capital Investors LLC
✚
|
CO | 13.11 B |
|
Devenir Investment Advisors LLC
✚
|
MN | 12.99 B |
|
Pacific Capital Partners Limited
✚
|
12.88 B | |
|
Pugh Capital Management Inc
✚
|
WA | 12.82 B |
|
Franklin Templeton Investments Corp
✚
|
12.77 B | |
|
Duff & Phelps Investment Management Co
✚
|
IL | 12.75 B |
|
Sound Point CLO C-MOA LLC
✚
|
NY | 12.34 B |