ASCENTRIS

RIASEC RegisteredEst. 2011
Total AUM
$122M
Discretionary
$122M
100% of AUM
Avg account
$60.9M
Accounts
2
Employees
30
Advisory reps
6

Firm details

Headquarters
DENVER, Colorado
CRD number
154814
Registered since
January 3, 2011
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MARC SOICHER

    Chief Compliance Officer and HR ManagerCRD 5603320

  • GABE FINKE

    Chief Executive Officer and Co-FounderCRD 5873990

Contacts

3 of 4
  • PATRICIA NOBLE

    Managing Director and Co-founderCRD 2007638

  • ROBERT TOOMEY

    President and Co-FounderCRD 6592611

  • DENIS CURRAN

    Managing DirectorCRD 5879725

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth