PPrivate Fund Data Log in Join · $37/mo

Ascensus Investment Advisors, LLC

● SEC registered since 2002CRD 120632SEC# 801-61492Newton, MA
Export (members)
Reg. AUM
$11.65B
Employees
47
Accounts
43
Location
Newton, MA

Ascensus Investment Advisors, LLC assets under management

Ascensus Investment Advisors, LLC is an SEC-registered investment adviser based in Newton, MA. The firm has been registered since 2002. It reports $11.6 billion in regulatory assets under management and employs 47 people.
View on SEC.gov ↗

Ascensus Investment Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Ascensus, LLC Control100% Shareholder Of Ascensus Investment Advisors, LlcOver 75%2025
Margaret Brennan Creonte ControlPresidentUnder 5%2020
Michael Robert Folmer ControlTreasurer And Vice President, Tax & FinanceUnder 5%2015
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Ascensus Investment Advisors, LLC manage?

Ascensus Investment Advisors, LLC reports $11.6 billion in regulatory assets under management on its Form ADV.

How many employees does Ascensus Investment Advisors, LLC have?

Ascensus Investment Advisors, LLC reports 47 employees.

Where is Ascensus Investment Advisors, LLC located?

Ascensus Investment Advisors, LLC is based in Newton, MA and has been SEC-registered since 2002.

Does Ascensus Investment Advisors, LLC disclose fund performance?

Ascensus Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address95 Wells Avenue, Suite 160, Newton, MA 02459
Phone617-454-6400
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$11.65B
Total (RAUM)$11.65B