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Ascendant Advisors, LLC
Houston, Texas 77056
Account Programs
We manage a suite of ten seperately managed account (SMA) strategies and a mutual fund asset allocation program…
Asset Allocation
Strategies
GAP is a WRAP fee arrangement that provides open architecture portfolios of mutual funds that are comprised…
Ascendant Funds
Proprietary Mutual Funds
We utilize proprietary mutual funds for asset allocation and investments in client portfolios. The funds managed…
SEC-registered Investment Since 1970
Welcome To Ascendant Advisors
Founded in 1970, Ascendant Advisors, LLC (“Ascendant”) is one of the oldest SEC-registered investment advisors in Texas, providing active portfolio management to high net worth families and institutions. Our investment effort is led by a four-member Investment Committee, whose members’ average over 25 years of first-hand investment experience.
The firm offers its clients decades of proprietary investment research, a disciplined and proven quantitative process, a client-aligned structure, and finally a low and transparent overall cost structure.
Management Team
Chairman, Investment Committee
$100 billion InvescoAIM, Chief Investment Officer. $20 billion UTIMCO, Vice Chairman.
President, Ascendant Advisors, LLC
Momentum Securities, LLC, Founder and President $100+ billion Teacher Retirement System of Texas, Chairman
Managing Director, Ascendant Funds
Superfund USA, President Pershing LLC, Managing Director Bear Stearns & Co.
Portfolio Manager
Ascendant, Portfolio Manager since 1990
Senior Portfolio Analyst
Cullen Rogers is Salient Partners L.P, Analyst.
Firm History
Investment Research Credentials
2008
Ranked #1
U.S. Fixed-Income Convertibles blend manager by Money Manager Review for 7-year returns, September ’08
2009
Deal done
Purchased by a group of strategic investors
2009
Ranked #2
MultiCap Equity Growth manager in the U.S. by Money Manager Review for 7-year returns, September ’09
2010
40 Year Anniversary
We celebrated our 40th anniversary