Ascensus Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newton, MA. Its latest Form ADV filing, dated January 29, 2026, reports $13.0B in regulatory assets under management, 48 employees, and 10 accounts.
Assets Under Management
$13.0B
Employees
48
Offices
--
Total Clients
27
Primary office
NEWTON, MA
95 WELLS AVENUE, SUITE 160, NEWTON, MA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.0Bas of January 29, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$13.0B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.0B
Total Accounts10
10Y AUM Change$-42.9B (-76.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees48
Clients per Employee1:1
10Y Employee Change+37 (+336.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.