ASCENT SYSTEMATIC ADVISORS LLC

Overview

Ascent Systematic Advisors LLC positions itself as a small, equity-focused advisory boutique that implements systematic, manager-driven allocation across client portfolios. The firm’s stated activities center on portfolio management for individuals, small businesses and institutions, and it also acts as a capital allocator by selecting other advisers and external managers. Fee arrangements combine a percentage of assets under management and fixed fees. Ascent Systematic Advisors LLC does not identify as an active ESG investor. Investment activity is concentrated in exchange-traded equities, reflecting a preference for liquid, tradable exposures that can be implemented systematically. The firm’s name and its described activities suggest rule-based or model-led processes for security selection and portfolio construction, with discretion over client accounts. Because the firm lists selection of other advisers among its services, it appears to supplement in-house strategies with third‑party managers where appropriate.

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Public Holdings

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Location & Offices