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.
$100 billion InvescoAIM, Chief Investment Officer. $20 billion UTIMCO, Vice Chairman.
Momentum Securities, LLC, Founder and President $100+ billion Teacher Retirement System of Texas, Chairman
Superfund USA, President Pershing LLC, Managing Director Bear Stearns & Co.
Ascendant, Portfolio Manager since 1990
Cullen Rogers is Salient Partners L.P, Analyst.
U.S. Fixed-Income Convertibles blend manager by Money Manager Review for 7-year returns, September ’08
Purchased by a group of strategic investors
MultiCap Equity Growth manager in the U.S. by Money Manager Review for 7-year returns, September ’09
We celebrated our 40th anniversary