Ascensus Investment Advisors, LLC

RIASEC RegisteredEst. 2002

Total AUM

$13B

Discretionary

$0

0% of AUM

Avg account

$1.3B

Accounts

10

Employees

48

Advisory reps

48

Firm details

Headquarters: Needham, Massachusetts
CRD number: 120632
Registered since: September 27, 2002
Website: www.ascensus.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Other
Client types: State / Municipal Government100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ascensus Investment Advisors, LLC operates as an institutional registered investment adviser, SEC-registered since 2002. The firm’s client base is institutional and it provides portfolio management for pooled investment vehicles. It is also registered to act as a municipal advisor, which indicates engagement with public-sector or muni-related mandates. The firm charges fees structured as a percentage of assets under management and other fee arrangements. Ascensus Investment Advisors is not positioned as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

1 of 1

David MacInnis
Chief Compliance OfficerCRD 3184368

Contacts

3 of 47

Stephen Gegg
Client Relationship ManagerCRD 5894471
Glenn Zuck
Vice President, Business DevelopmentCRD 5170656
Shayne Layton
Institutional Relationship ManagerCRD 4410685

Unlock 44 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Needham, MA

Norfolk

Location

Needham, MA

Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Norfolk
Address: 140 Kendrick St
Time zone: ET (UTC-5)
Office locations

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