ASCEND PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$136M
Accounts
16
Employees
19
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
310515
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ascend Partners is a limited partnership that functions primarily as a private equity sponsor and general partner, managing pooled investment vehicles for institutional clients. The firm focuses on originating and running private funds rather than acting as a traditional wealth manager; its advisory activity centers on portfolio management for those pooled vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees, aligning compensation with fund results. The firm identifies as an active ESG investor, which appears to be integrated into manager selection, underwriting and ongoing oversight. As sponsor and managing member of its funds, Ascend Partners controls deal sourcing, due diligence, and portfolio company oversight rather than serving only as a passive allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DUWAIN ROBINSON

    Partner, CFOCRD 6317793

Contacts

3 of 3
  • INSEON HWANG

    Managing PartnerCRD 3106112

  • BONNIE LANCE

    Head of AdministrationCRD 4755910

  • RICHARD PARK

    Managing PartnerCRD 7287361

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth