ASCEND PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 310515
- Registered since
- July 30, 2021
- Website
- ascendpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DUWAIN ROBINSON
Partner, CFOCRD 6317793
Contacts
3 of 3INSEON HWANG
Managing PartnerCRD 3106112
BONNIE LANCE
Head of AdministrationCRD 4755910
RICHARD PARK
Managing PartnerCRD 7287361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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