DBA: ASCENTRIS
| Total AUM | $121.8M |
| Discretionary | $121.8M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $60.9M |
| Employees | 30 |
| Peak AUM | $265.6MDec 2010 |
| AUM CAGR | -5.0% /yrover 15 yrs · 32 filings |
Total AUM
$122M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $122M | 6.6% | 12.7% | +86.6% | |
| Discretionary AUM | |||||
| Total AUM | $121.8M |
| Discretionary | $121.8M |
| Employees | 30 |
| Client Accounts | 2 |
Address
1225 17TH STREET SUITE 1100
DENVER CO 80202
Phone
303-317-6464
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$122M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $122M |
| 6.6% |
| 12.7% |
| +86.6% |
| Total Accounts | 2 | 0.0% | 0.0% | +14.9% |
| Avg Account Size | $61M | 6.6% | 12.7% | +62.5% |
| Employees | 30 | +7.1% | +12.6% | +9.6% |
| AUM / Employee | $4M | 12.9% | 22.4% | +70.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $122M | 6.6% | 12.7% | +86.6% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | +14.5% | +24.6% | |