ASCEND INTERPLAY, LLC

Overview

Ascend Interplay, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and apparently owner-operated. The firm bills itself as a portfolio manager for individuals and small businesses and charges clients on a percentage-of-AUM fee basis. Its client base is concentrated among individuals and families rather than institutional plans. The adviser is identified as a capital allocator, meaning it directs client capital to third-party managers and pooled vehicles rather than relying solely on in-house long-only portfolios. The firm reports affiliations with other financial and professional entities, including other investment advisers, accountants and law firms, and it also acts as a sponsor, general partner or managing member of pooled investment vehicles. Ascend Interplay does not identify as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives