ASCENSUS INVESTMENT ADVISORS, LLC

Overview

Ascensus Investment Advisors, LLC is a SEC-registered limited liability company that provides institutional investment advisory services and portfolio management for pooled investment vehicles. The firm operates as a registered municipal advisor and reports a client base made up of institutional entities. Its fee model includes percentage-of-AUM charges alongside other fee arrangements. Ascensus identifies as a non-ESG active investor and is not labeled as a multi-state or newly formed adviser. The firm has a mix of industry affiliations that includes broker-dealers, other investment advisers, trust companies, insurance companies, and pension consultants. Ascensus reports it is not a capital allocator and does not serve as a pension consultant in its primary classification.

Assets & Accounts

Investments & Alternatives