Ascensus Investment Advisors, LLC
● SEC registered since 2002CRD 120632SEC# 801-61492Newton, MA
Reg. AUM
$12.97B
Employees
48
Accounts
10
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 $13 billion in regulatory assets under management and employs 48 people.
Ascensus Investment Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascensus, LLC Control | 100% Shareholder Of Ascensus Investment Advisors, Llc | Over 75% | 2025 |
| Margaret Brennan Creonte Control | President | Under 5% | 2020 |
| Michael Robert Folmer Control | Treasurer And Vice President, Tax & Finance | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Ascensus Investment Advisors, LLC manage?
Ascensus Investment Advisors, LLC reports $13 billion in regulatory assets under management on its Form ADV.
How many employees does Ascensus Investment Advisors, LLC have?
Ascensus Investment Advisors, LLC reports 48 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
| Address | 95 Wells Avenue, Suite 160, Newton, MA 02459 |
| Phone | 617-454-6400 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.97B▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$12.97Bregulatory AUM
Discretionary $0Non-discretionary $12.97B