Ascensus Investment Advisors, LLC
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
FINTRXOverview
Ascensus Investment Advisors, LLC is an institutional registered investment adviser that is registered with the SEC; it first registered in 2002. The firm primarily serves institutional clients and provides portfolio management for pooled investment vehicles. It also operates as a registered municipal advisor and uses a fee model that includes asset‑based charges alongside other fee arrangements. The firm is not identified as an active ESG investor and is positioned to work with other financial firms through affiliations with broker‑dealers, other investment advisers, trust companies, insurance companies and pension consultants.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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