Ascend Advisor Services LLC

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Assets, Funds, Holdings

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Ascend Advisor Services LLC
CRD #306302
SEC #802-118498
CIK #
AUM
Employees
Phone917-991-8911
Address2 University Plaza
Hackensack, NJ 07601
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
Other A-Squared Domino Opportunity IV LP [2025-02-28] 0.0 1.6
Other A-Squared Domino Opportunity III LP [2023-02-01] 0.0 0.0
Other A-Squared BAM Opportunity I LP [2020-03-23] 8.0 5.0
Other A-Squared Domino Opportunity II LP [2020-03-23] 0.0 9.5
Other A-Squared Domino Opportunity I LP [2020-03-23] 26.0 26.5
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Daniel Shields 4
Anne Holzer 2
Downing Street Manager II LLC 1
Downing Street Manager I LLC 1
Downing Street Manager III LLC 1
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