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ASCENSION INVESTMENT MANAGEMENT
Legal name: ASCENSION INVESTMENT MANAGEMENT, LLC
CRD 159767File 801-73295
APPROVED
Custody
Filing as of Jan 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.83B
Top 10% of cohort (national)
Discretionary AUM
$23.63B
Non-discretionary $17.19B
Clients
8
12 accounts
Employees
27
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 30, 2012
- Principal office
- 4600 EDMUNDSON ROAD, ST. LOUIS, MO, 63134
- Phone
- 314-733-7799
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.83B
- Discretionary AUM
- $23.63B
- Non-discretionary AUM
- $17.19B
- Discretionary accounts
- 10
- Non-discretionary accounts
- 2
- Total accounts
- 12
- AUM per client
- $5.10B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $68.4M |
| Charitable organizations | 7 | $18.33B |
| Pooled investment vehicles | 1 | $15.19B |
| Pension and profit sharing plans | Fewer than 5 | $7.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REIMBURSEMENT OF EXPENSES
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.