Investment adviser · CRD 147277

ASCENT INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Aug 29, 2017

Regulatory AUM
$6.51M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Aug 29, 2017. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

6400 S. FIDDLERS GREEN CIRCLE, SUITE 1360
GREENWOOD VILLAGE, CO, 80111, United States

CRD 147277

Filing source

Form ADV 1133389 · Aug 29, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.