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

49

Firm details

Headquarters: Newton, 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 is an institutional registered investment adviser that has been SEC-registered since 2002 and operates as a limited liability company. The firm serves institutional clients and provides portfolio management for pooled investment vehicles while also functioning as a registered municipal advisor. Its compensation mix includes percentage-of-AUM fees alongside other fee arrangements. The firm's snapshot identifies it as not actively pursuing ESG mandates.

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 48

Jeffrey Hockenbrock
Vice President, Institutional Practice LeaderCRD 4480398
Thomas Zenoby
Sales ConsultantCRD 5241257
Joseph Wilcox
Institutional Relationship ManagerCRD 4794110

Unlock 45 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Newton, MA

Middlesex

Location

Newton, MA

Headquartered in Newton, 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: Middlesex
Address: 95 Wells Ave
Time zone: ET (UTC-5)
Office locations

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