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Building 2ASCENSION ASSET MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-935-0782
NotebookSEC #801-63271
Total AUM
$200.1M
Employees
2
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 EAST 69TH STREET, 4TH FLOOR
NEW YORK
NY 10021-4922
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-935-0782

ReceiptFinancials

Total AUM
$200.1M
Accounts
48
Discretionary
$200.1M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2M
HNW Individual Clients
27
AUM
$179.3M
Pension/Profit Sharing Plan Clients
1
AUM
$7.3M
Charitable Organization Clients
1
AUM
$11.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
FOUNDATIONS, CHARITABLE & TRUSTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NYOH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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