Ascent Systematic Advisors LLC is a registered investment advisor based in New York that manages investment portfolios for individuals, pooled investment funds, and other accounts. Founded in 2019 and led by David Marcos Bueno Monge, the firm specializes in a quantitative, rules-based trend-following strategy focused on exchange-traded U.S. stocks. The strategy aims to capture market momentum during rising markets and shift toward cash during market downturns to help preserve capital. Ascent Systematic Advisors operates on a discretionary basis, meaning the firm makes trading decisions on behalf of clients according to an agreed-upon investment policy statement. In addition to managing separate accounts, the firm serves as an investment manager to private pooled funds and provides model portfolios for institutional clients as a sub-advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Ascent Systematic Advisors charges an annual management fee of 2.00% plus a performance-based incentive fee of 20.00% of gross returns above a high-water mark for qualified clients. Fees may be negotiable.