Asset manager · St. Louis, MO
Ascension Investment Management
Ascension Investment Management, LLC · SEC-registered investment adviser · CRD 159767 · SEC 801-73295
At a glance
Ascension Investment Management is an SEC-registered investment adviser based in St. Louis, Missouri, with $42.4 billion in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is charitable organizations. By Form ADV it is a asset manager, ranked 231st of 3,218 asset managers and 493rd of 17,210 SEC-registered advisers by assets.
Main office 314-733-7799ascensioninvestmentmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $42B
- Rank among asset managers
- #231 of 3,218
- Rank among all SEC RIAs
- #493 of 17,210
- Rank in Missouri
- #10 of 196
- Clients
- 8
- Accounts
- 12
- Discretionary
- 56% of AUM
- Employees
- 27
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Amanda E. WhiteChief Compliance Officer, Associate General Counsel
- David E. EricksonChief Investment Officer
- Todd M. TurallGeneral Counsel, Chief Operating Officer
- Saurabh M. TripathiDirector
- Christine K. McCoyDirector
- Eduardo F. ConradoDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 7 | $20B | 46% |
| Pooled investment vehicles | 1 | $15B | 36% |
| Pension and profit sharing plans | – | $7.5B | 18% |
| Corporations or other businesses | – | $56M | <1% |
Private funds
Ascension Investment Management reports 2 private funds with $16B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Ascension Investment Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗ascensioninvestmentmanagement.com ↗
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The full record on Ascension Investment Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 317 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ascension Investment Management manage?
Ascension Investment Management reports $42.4 billion in regulatory assets under management across 12 accounts, 56% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Ascension Investment Management?
Ascension Investment Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Ascension Investment Management’s clients?
By assets, its largest client types are charitable organizations ($19.7 billion, 7 clients); pooled investment vehicles ($15.2 billion, 1 clients); pension and profit sharing plans ($7.5 billion).
Does Ascension Investment Management manage private funds?
Yes. It reports 2 private funds with $16.3 billion in gross assets, including hedge funds.
Does Ascension Investment Management have any disciplinary history?
Ascension Investment Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ascension Investment Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →