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Building 2ONEASCENT CAPITAL

Map pinBIRMINGHAM, AL
Phone2058471343
NotebookSEC #801-126729
Total AUM
$55.6M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 INVERNESS CENTER PKWY
BIRMINGHAM
AL 35242
United States
Operating Hours
9-5
Monday - Friday
Phone
2058471343

ReceiptFinancials

Total AUM
$55.6M
Accounts
3
Discretionary
$55.6M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$31.5M
Pooled Vehicle Clients
2
AUM
$24.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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