Ascent Investment Partners LLC

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Assets, Funds, Holdings

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Ascent Investment Partners LLC
CRD #152533
SEC #801-70933
CIK #0001483324
AUM
Employees 4 (75% Investors, 25% Brokers)
Phone913-904-5700
Address5700 W 112th St
Overland Park, KS 66211
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
110088066044022002008201320182024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1,447 945.0
(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 10 8.4
(h) Charitable organizations 15 19.9
(i) State or municipal government entities 0 0.0
(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 16 93.2
(n) Other 0 0.0
Total 1,488 1,066.6
By Discretionary
Discretionary 1,488 1,066.6
Non-Discretionary 0 0.0
Total 1,488 1,066.6
By Non-United States Persons
Non-United States Persons 1.4
United States Persons 1,065.2
Total 1,488 1,066.6
EDGAR Form CIK 2011 - 2025
3 [0001483324]
Form 3/4/5 Subject 2011 - 2025
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