Ascend Advisor Services LLC

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Ascend Advisor Services LLC
CRD #306302
SEC #802-118498
CIK #
AUM
Employees
Phone917-991-8911
Addressc/o Ascendamerica
New York, NY 10022
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
PE A-Squared Domino Opportunity V LP [2026-03-02]
Offered $50,400,000 · Filed 2025-11-06 (D) · Exemption 506(c) · Minimum $800,000 · Remaining $50,400,000 · Duration More than one year · Commission $6,000,000 · Revenue Decline to Disclose
Other A-Squared Domino Opportunity IV LP [2025-02-28] 36.0 M
Offered $40,000,000 · Filed 2024-03-28 (D) · Exemption 506(c) · Minimum $800,000 · Remaining $40,000,000 · Duration More than one year · Commission $3,250,000 · Revenue Decline to Disclose
Other A-Squared Domino Opportunity III LP [2023-02-01] 8.2 M
Offered $39,900,000 · Filed 2024-05-14 (D/A) · Exemption 506(c) · Minimum $1,050,000 · Remaining $39,900,000 · Duration More than one year · Commission $2,280,000 · Revenue Decline to Disclose
Other A-Squared BAM Opportunity I LP [2020-03-23] 8.0 M 2.0 M
Offered $20,000,000 · Filed 2016-07-18 (D/A) · Exemption 506(b) · Minimum $500,000 · Remaining $12,000,000 · Duration More than one year · Commission $1,800,000 · Net Assets $5,000,001 - $25,000,000
Other A-Squared Domino Opportunity II LP [2020-03-23] 20.0 M
Offered $28,000,000 · Filed 2018-05-25 (D) · Exemption 506(b) · Minimum $500,000 · Remaining $28,000,000 · Duration One year or less · Commission $2,520,000 · Revenue Decline to Disclose
Other A-Squared Domino Opportunity I LP [2020-03-23] 26.0 M 4.0 M
Offered $27,000,000 · Filed 2018-04-18 (D/A) · Exemption 506(b) · Minimum $500,000 · Remaining $1,000,000 · Duration One year or less · Commission $2,430,000 · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
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 Role # Filings # Firms 2011 - 2026
Daniel Shields Director, Executive Officer 5 2
Anne Holzer Executive Officer 3 1
Downing Street Manager II LLC Executive Officer 1 1
None Downing Street Manager VI LLC Executive Officer 1 1
Downing Street Manager I LLC Director 1 1
Downing Street Manager III LLC Executive Officer 1 1
Firm Profile (Form ADV)
Fund TypesPrivate Equity
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