Data / Investment advisers / Massachusetts / Ascensus Investment Advisors, LLC
Ascensus Investment Advisors, LLC, Needham, MA: $13 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ascensus Investment Advisors, LLC is an SEC registered investment adviser with its main office in Needham, Massachusetts and reports $13 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include state and municipal governments. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 120632
- SEC file number
- 801-61492
- SEC status
- Approved, effective September 27, 2002
- Main office
- 140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494
- Phone
- (617) 454-6400
- Regulatory AUM
- $12,973,029,698 in the Form ADV filed October 16, 2026
- Non discretionary AUM
- $12,973,029,698
- Accounts
- 10
- Employees
- 48, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 27 | $12.97 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $12.97 billion | January 29, 2026 |
| December 1, 2025 | $11.65 billion | October 20, 2025 |
Other advisers in Needham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beaumont Financial Partners | Needham | $3.76 billion | Not listed | adviserinfo.sec.gov |
| Pinnacle Pension Consultants LLC | Needham | $2.17 billion | Not listed | adviserinfo.sec.gov |
| Armstrong Advisory Group Inc. | Needham | $1.67 billion | Not listed | adviserinfo.sec.gov |
| Centerpoint Advisors, LLC | Needham | $731.9 million | Not listed | adviserinfo.sec.gov |
| Goodman Advisory Group, LLC | Needham | $415.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Needham, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving state and municipal governments
- Ascensus Investment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.