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ASCENSUS INVESTMENT ADVISORS, LLC
CRD 120632File 801-61492
APPROVED
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.97B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $12.97B
Clients
27
10 accounts
Employees
48
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 27, 2002
- Principal office
- 140 KENDRICK STREET, BUILDING C FLOOR 3 SUITE C320, NEEDHAM, MA, 02494
- Phone
- 617-454-6400
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.97B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $12.97B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 10
- Total accounts
- 10
- AUM per client
- $480.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 27 | $12.97B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 47 | 48 | increased by1 |
| Feb 1, 2026 | AUM | $11,649,896,048 | $12,973,029,698 | increased by$1,323,133,650 |
| Feb 1, 2026 | Accounts | 43 | 10 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 47 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,417,451,024 | $11,649,896,048 | increased by$2,232,445,024 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 43 | increased by16 |
| Apr 1, 2022 | Employees | 42 | 44 | increased by2 |
| Apr 1, 2022 | Clients | 23 | 27 | increased by4 |
| Apr 1, 2022 | AUM | $98,227,086,923 | $9,417,451,024 | decreased by$88,809,635,899 |
| Apr 1, 2022 | Accounts | 36 | 27 | decreased by9 |
| Sep 1, 2021 | Employees | 24 | 42 | increased by18 |
| Sep 1, 2021 | Clients | 26 | 23 | decreased by3 |
| Sep 1, 2021 | AUM | $76,825,319,295 | $98,227,086,923 | increased by$21,401,767,628 |
| Sep 1, 2021 | Accounts | 41 | 36 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASCENSUS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASCENSUS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.