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ASCENSION GROUP

Business and Investment Profile

The ASCENSION GROUP is a privately held investment adviser that advises $43.34Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ASCENSION GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 3.46% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.35 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4600 EDMUNDSON ROAD, ST. LOUIS, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 30 employees comprised of 13 investment and 17 non-investment staff. The total number of Employees decreased by 9.09% over the last 5-years.

Asset Profile

Their $43.34Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 7 other accounts. Assets of Charitable Organizations clients own $18.33Bn or 42.29% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $17.7Bn or 40.85% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity and Early Stage, representing 96.97% and 3.03% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Charitable Organizations and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $536.4mn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ASCENSION GROUP names 14 sub-advisers ACADIAN ASSET MANAGEMENT, AQR CAPITAL MANAGEMENT, LLC, BLACKROCK FINANCIAL MANAGEMENT, INC, COMMUNITY CAPITAL MANAGEMENT, LLC, CORECOMMODITY MANAGEMENT, LLC, III CAPITAL MANAGEMENT, INVESCO PRIVATE CAPITAL, INC., LAZARD ASSET MANAGEMENT LLC, LOOMIS, SAYLES & COMPANY, L.P., NISA INVESTMENT ADVISORS, LLC, PASSAIC PARTNERS LLC, RBC GLOBAL ASSET MANAGEMENT (U.S.) INC., RHUMBLINE ADVISERS, ROBERT W. BAIRD & CO. INCORPORATED to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ASCENSION GROUP

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Keywords: Ascension Group, AHV Holding, Ascension Investment Management, AHV, Ascension
Generated 2026-09-12T06:47:50.5736892.  © 2026 Convergence.