ASCENSION INVESTMENT MANAGEMENT
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 159767
- Registered since
- March 30, 2012
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Charitable Organizations44.9%
- Pooled Investment Vehicles37.2%
- Pension & Profit Sharing Plans17.73%
- Corporations / Businesses0.17%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ascension Investment Management operates as a hedge fund manager focused on institutional clients. The firm combines liquid public pooled vehicles with sizable alternative allocations, and provides portfolio management for pooled investment vehicles and for businesses or institutions. It also offers pension consulting and the selection of other advisers, and acts in sponsor and managing member roles for pooled vehicles. Ascension is not positioned as a capital allocator in the sense of a multi-manager allocator; rather it appears to run an internally managed hedge fund while also deploying or accessing third‑party alternative managers. The firm’s investment approach leans on pooled public funds and mutual funds as the core of its liquid exposures, while pairing those with a broad set of alternatives to pursue return enhancement, diversification and liability‑matching for large institutional clients. Ascension is not flagged as an ESG active investor, and its business activity includes CPO/CTA services, suggesting use of derivatives or commodity/managed futures strategies where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Private Funds12%
- Exchange Traded Equities11%
- US Government Bonds8%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 5DAVID ERICKSON
Chief Investment OfficerCRD 2670296
TODD TURALL
Chief Operating Officer & General CounselCRD 5004392
Saurabh Tripathi
Executive Vice President and Chief Financial OfficerCRD 7986605
Contacts
1 of 1Christine McCoy
EVP and General CounselCRD 8193038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 4600 Edmundson Rd
- Time zone
- CT (UTC-6)
- Office locations
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