ASCENT INVESTMENT PARTNERS, LLC
CRD #152533 SEC #801-70933 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
4
Clients
--
Accounts
1,488
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2018 | $1.1B | $1.1B | $0 | 4 | 1 |
| Mar 2018 | $1.1B | $1.1B | $0 | 4 | 1 |
| Jul 2017 | $1.1B | $1.1B | $0 | 3 | 1,400 |
| Mar 2017 | $1.1B | $1.1B | $0 | 4 | 1,400 |
| Mar 2016 | $866.8M | $866.8M | $0 | 4 | 1,000 |
| Mar 2015 | $765.8M | $765.8M | $0 | 4 | 700 |
| Mar 2014 | $735.3M | $735.3M | $0 | 3 | 600 |
| Mar 2013 | $827.4M | $827.4M | $0 | 3 | 500 |
| Sep 2012 | $845.2M | $845.2M | $0 | 1 | 500 |
| Mar 2012 | $845.2M | $845.2M | $0 | 1 | 500 |
| Jan 2012 | $844.4M | $844.4M | $0 | 1 | 500 |
| Dec 2011 | $844.4M | $844.4M | $0 | 1 | 500 |
| Mar 2011 | $642.9M | $642.9M | $0 | 5 | -- |
| Jan 2011 | $647.8M | $647.8M | $0 | 5 | -- |
| Sep 2010 | $623.7M | $623.7M | $0 | 5 | -- |
| Jul 2010 | $515.4M | $515.4M | $0 | 5 | -- |
| Jun 2010 | $515.4M | $515.4M | $0 | 5 | -- |
| Mar 2010 | $304.5M | $304.5M | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients1
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees3
Clients1,400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients1,400
DateMar 2016
Total AUM$866.8M
Discretionary$866.8M
Non-Disc.$0
Employees4
Clients1,000
DateMar 2015
Total AUM$765.8M
Discretionary$765.8M
Non-Disc.$0
Employees4
Clients700
DateMar 2014
Total AUM$735.3M
Discretionary$735.3M
Non-Disc.$0
Employees3
Clients600
DateMar 2013
Total AUM$827.4M
Discretionary$827.4M
Non-Disc.$0
Employees3
Clients500
DateSep 2012
Total AUM$845.2M
Discretionary$845.2M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$845.2M
Discretionary$845.2M
Non-Disc.$0
Employees1
Clients500
DateJan 2012
Total AUM$844.4M
Discretionary$844.4M
Non-Disc.$0
Employees1
Clients500
DateDec 2011
Total AUM$844.4M
Discretionary$844.4M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$647.8M
Discretionary$647.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$623.7M
Discretionary$623.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--