RIA Intelligence

ASCENT FUNDS MANAGEMENT LLC

CRD #327567 SEC #802-128691 646-491-2319
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VOGELSTEIN, JOHN, LUDWIGITRUSTEE OF THE JOHN L. VOGELSTEIN REVOCABLE TRUSTE Control
VOGELSTEIN, JOHN, LUDWIGITRUSTEE OF THE JOHN L. VOGELSTEIN REVOCABLE TRUSTE Control
VOGELSTEIN, JOHN, LUDWIGITRUSTEE OF THE JOHN L. VOGELSTEIN REVOCABLE TRUSTE Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS MANAGEMENT LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS INTERNATIONAL CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS MANAGEMENT LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS INTERNATIONAL CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT ENERGY INNOVATION CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS MANAGEMENT LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS INTERNATIONAL CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT FUNDS CAPITAL LLCC Control
Gordon, Mark, RIMANAGER AND MEMBER OF ASCENT ENERGY INNOVATION CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS MANAGEMENT LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS INTERNATIONAL CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS MANAGEMENT LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS INTERNATIONAL CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCC Control
INCEPTO LIMITEDDEMEMBER OF ASCENT ENERGY INNOVATION CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS MANAGEMENT LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS INTERNATIONAL CAPITAL LLCC Control
INCEPTO LIMITEDFEMEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCC Control
INCEPTO LIMITEDDEMEMBER OF ASCENT ENERGY INNOVATION CAPITAL LLCC Control
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS MANAGEMENT LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS CAPITAL LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS MANAGEMENT LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS CAPITAL LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS GLOBAL CAPITAL LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS MANAGEMENT LLCA
THE JOHN L. VOGELSTEIN REVOCABLE TRUSTDEMEMBER OF ASCENT FUNDS CAPITAL LLCA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
VOGELSTEIN, JOHN, LUDWIGITHE JOHN L. VOGELSTEIN REVOCABLE TRUSTF Control
VOGELSTEIN, JOHN, LUDWIGITHE JOHN L. VOGELSTEIN REVOCABLE TRUSTF Control
Wu, DavidIINCEPTO LIMITEDE Control
Wu, DavidIINCEPTO LIMITEDE Control

Registrations

Federal

ERA
Mar 31, 2025 REGISTERED

Address


Phone: 646-491-2319