A
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- VertexVital +more
- Established Date
- 07-06-2022
- Office Locations
- 1
Office Locations
908 Owassa Road Newton NJ
About Ascent Capital Management, Inc.
Ascent Capital Management, part of The Ascent Group, is an investment adviser providing public capital markets and private equity products and services for institutions and high net worth clients. The firm manages securities portfolios with a sector focus largely in technology and medical themes, pairing traditional portfolio management with private-market exposure.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$451.2K AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Horizon Capital Prime atlas Peak fusion Fusion legacy Quantum Eagle ember
Client Personas
Pioneer Prime vector
Custodian
Crest Frontier Insight North catalyst Radial capital Element crest
Investment Vehicles
Timber vital
Services
Glacier Prime Oak zenith
Technology
Pioneer Pathway matrix Fusion
Owner & Executives
P
PEGGY A. FARLEY
Chief Executive Officer, President
- CRD
- #4061715
- Ownership
- 75% or more
(266) 546-9757
radial.signal@eaglecapital.com
in linkedin.com/in/foundation-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,060,871 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,060,871 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,060,871
Equity - Exchange:
17.6% Cash:
36.3% Other:
46.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,409,393,010 | 17.6% |
| Cash | $2,906,873,083 | 36.3% |
| Other | $3,691,648,737 | 46.1% |
| Total | $8,007,914,830 | 100.0% |