


Ascent Capital Partners Revenue
Financial Services • Dallas, Texas, United States • 1-10 Employees
Ascent Capital Partners revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Key Contacts at Ascent Capital Partners
Jonathan Loeffler
Co-Founder, Managing Director
Mark Pomeroy
Managing Director
John Boyle
Managing Director, Tax
Spencer Klinge
Director Of Technology
Company overview
| Headquarters | 5956 Sherry Ln, 20th Floor, Dallas, Texas 75225, US |
| Phone number | +14808416956 |
| Website | |
| NAICS | 52 |
| Keywords | Stocks, Real Estate, Financial Services, Doctors, Venture Capital, Private Equity, Family Office, Wealth Management, Financial Planning, Alternative Investments, Entrepreneurs, Founders, Private Debt, Public Equities |
| Founded | 2017 |
| Employees | 1-10 |
Ascent Capital Partners Email Formats
Ascent Capital Partners uses 3 email formats. The most common is {first initial} (e.g., j@myascent.net), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@myascent.net | 60% |
{first name} | john@myascent.net | 40% |
About Ascent Capital Partners
Headquartered in Scottsdale with offices in Dallas and Scottsdale. We advise family office clients on assets globally. The firm specializes in providing bespoke family office, investment & corporate finance solutions to UHNW families. Today is more complex than yesterday and all paths’ forwards are not equal. We view wealth not as a prize but as potential. Legacy is not what's left tomorrow when you're gone. It's what you give, create, impact and contribute today while you're here that then happens to live on. Ascent provides financial, wealth advisory, and investment management, family office management, institutional consulting, business and tax planning and philanthropic services. We specialize in managing custom portfolios tailored to each client’s objectives throughout all generations. • Holistic financial management • Individually crafted solutions • Tailored private investment programs • High-touch, proactive service Uncommon Investment Opportunities What problems do our clients face that we solve? There are times where you want to be fully invested (risk-on) and periods where the risk isn’t worth the rewards (risk-off). When financial advisors create an asset allocation plan for their clients the landscape of investment choices looks something like this: Passive funds that simply track an index and offer cheap broad market exposure. Active funds that, in most cases, are closet index funds that charge a premium. The problem is that there are very few firms that are willing to take a stand and actively manage risk. We look beyond traditional investments into areas that can diversify a family’s wealth and provide a variety of options for growing and preserving it across generations. Additional disclosures can be found: https://myascent.net/disclosures
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ascent Capital Partners has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Ascent Capital Partners has never raised funding before.
Frequently asked questions
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