Ascension Investment Management

RIASEC RegisteredEst. 2012

Total AUM

$42.4B

Discretionary

$23.6B

56% of AUM

Avg account

$3.5B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 159767
Registered since: March 30, 2012
Website: ascensioninvestmentmanagement.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Charitable Organizations46.42%
Pooled Investment Vehicles35.83%
Pension & Profit Sharing Plans17.62%
Corporations / Businesses0.13%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ascension Investment Management is an LLC that operates as a hedge fund manager focused on institutional clients. The firm's ADV lists portfolio management for pooled investment vehicles and for businesses or institutions, selection of other advisers, and pension consulting services among its advisory activities, and it also identifies Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) activity. Ascension is SEC-registered and first registered in 2012. Its fee schedule includes percentage-of-AUM and fixed-fee components, along with other fee arrangements. The firm does not bill itself as an active ESG investor.