ASCENT INVESTMENT ADVISORS, LLC
SEC file number 801-69196
· GREENWOOD VILLAGE, CO
https://ascentfunding.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$429.2M
Discretionary AUM
$429.2M
Employees
4
Clients
—
Firm
- Address
- 6400 S. FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111 - Phone
- —
- Website
- https://ascentfunding.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Ascend Investment Fund, LLC Medium name-match confidence · CIK 2101223 · TX
- Ascend Investment Fund II, LLC Medium name-match confidence · CIK 2124862 · TX
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- ADD CAPITAL INVESTMENT LP Medium name-match confidence · CIK 2127949 · NY
- Advaya Investment Partners Fund LP Medium name-match confidence · CIK 2044921 · E9
- Advaya Investment Partners Fund Ltd Medium name-match confidence · CIK 2044816 · E9
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
- Adversa Investment LLC Medium name-match confidence · CIK 2073769 · FL
- Ascent Private Co-Investment Fund IV, L.P. Medium name-match confidence · CIK 2078956 · NY
- Adara Investment Group LLC Medium name-match confidence · CIK 2062987 · FL
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ADD CAPITAL INVESTMENT LP · D/A · Oct 1, 2026
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Advaya Investment Partners Fund Ltd · D/A · Jun 8, 2026
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Advaya Investment Partners Fund LP · D/A · Jun 8, 2026
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ADD CAPITAL INVESTMENT LP · D · Apr 7, 2026
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Ascend Investment Fund II, LLC · D · Mar 31, 2026$50M
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Advisers Investment Trust · D · Feb 6, 2026
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UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
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Ascend Investment Fund, LLC · D · Dec 15, 2025$50M
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Ascent Private Co-Investment Fund IV, L.P. · D · Sep 30, 2025
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Adversa Investment LLC · D · Jun 18, 2025
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Adversa Investment LLC · D · Jun 18, 2025
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Adara Investment Group LLC · D · Mar 21, 2025$3.8M
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D · Feb 6, 2025