ASCENTRIS
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 154814
- Registered since
- January 3, 2011
- Website
- ascentris.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ascentris is an LLC investment adviser focused on real estate investment vehicles and registered with the SEC in 2011. The firm serves institutional clients and operates as both an investment manager for pooled vehicles and as a pension consultant for institutions and businesses. Its ownership is a mix of a domestic entity and individual ownership. Service offerings include portfolio management for pooled investment vehicles and for business or institutional clients, plus pension consulting. Fee arrangements are varied: the firm charges percentage-of-AUM fees alongside fixed fees and performance-based fees. Ascentris does not identify as an active ESG investor and does not operate as a multi-state adviser. It is not a related adviser to another firm and does not function primarily as a capital allocator.
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
Owners & executives
2 of 2MARC SOICHER
Chief Compliance Officer and HR ManagerCRD 5603320
GABE FINKE
Chief Executive Officer and Co-FounderCRD 5873990
Contacts
3 of 4PATRICIA NOBLE
Managing Director and Co-founderCRD 2007638
ROBERT TOOMEY
President and Co-FounderCRD 6592611
DENIS CURRAN
Managing DirectorCRD 5879725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1225 17th St
- Time zone
- MT (UTC-7)
- Office locations
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