ASCENT INVESTMENT ADVISORS, LLC
CRD #147277 SEC #801-69196 GREENWOOD VILLAGE, CO 303-220-3863
SEC Registered Private Funds Disclosures
Total AUM
$429.2M
Discretionary
$429.2M
Employees
4
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $6.5M | $6.5M | $0 | 4 | 1 |
| Jun 2017 | $429.2M | $429.2M | $0 | 4 | 1 |
| Jun 2017 | $429.2M | $429.2M | $0 | 4 | 1 |
| Apr 2017 | $429.2M | $429.2M | $0 | 4 | 1 |
| Mar 2017 | $429.2M | $429.2M | $0 | 4 | 1 |
| Jan 2017 | $400M | $400M | $0 | 5 | 1 |
| May 2016 | $400M | $400M | $0 | 5 | 1 |
| Mar 2016 | $400M | $400M | $0 | 5 | 1 |
| Jan 2016 | $400M | $400M | $0 | 5 | 1 |
| Jul 2015 | $370M | $370M | $0 | 5 | 1 |
| May 2015 | $370M | $370M | $0 | 5 | 1 |
| Mar 2014 | $275M | $275M | $0 | 5 | 1 |
| Oct 2013 | $120M | $120M | $0 | 5 | 1 |
| Sep 2013 | $120M | $120M | $0 | 5 | 1 |
| Jun 2013 | $120M | $120M | $0 | 5 | 1 |
| Mar 2013 | $120M | $120M | $0 | 5 | 1 |
| Apr 2012 | $30M | $30M | $0 | 1 | 1 |
| Apr 2011 | $22M | $22M | $0 | 5 | -- |
| Apr 2011 | $22M | $22M | $0 | 5 | -- |
| Mar 2011 | $22M | $22M | $0 | 5 | -- |
| Oct 2009 | $100K | $100K | $0 | 5 | -- |
| May 2009 | $100 | $100 | $0 | 5 | -- |
| Apr 2009 | $100 | $100 | $0 | 5 | -- |
| Feb 2009 | $100 | $100 | $0 | 5 | -- |
DateAug 2017
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees4
Clients1
DateJun 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees4
Clients1
DateJun 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees4
Clients1
DateApr 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees4
Clients1
DateJan 2017
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees5
Clients1
DateMay 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees5
Clients1
DateJan 2016
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees5
Clients1
DateMay 2015
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees5
Clients1
DateOct 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients1
DateSep 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients1
DateJun 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients1
DateApr 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$100
Discretionary$100
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$100
Discretionary$100
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$100
Discretionary$100
Non-Disc.$0
Employees5
Clients--