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| Keyboard |
| Ascend Interplay LLC
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|---|---|
| CRD # | 317344 |
| SEC # | 801-122766 |
| CIK # | |
| AUM | 390.2 M (2026-06-18) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 914-746-0436 |
| Address | 363 Lafayette Street New York, NY 10012 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 390.2 |
| (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 | 19 | 390.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 19 | 390.2 |
| Total | 19 | 390.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 49.5 | |
| United States Persons | 340.7 | |
| Total | 19 | 390.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SGL Investment Advisors Inc
✚
|
MT | 391.6 M |
|
Siebert Advisornxt LLC
✚
|
NY | 391.5 M |
|
Platt Wealth Management LLC
✚
|
CA | 390.6 M |
|
Intrepid Financial Planning Group LLC
✚
|
IN | 390.4 M |
|
Prudent Man Investment Management Inc
✚
|
CO | 390.2 M |
|
Davis Investment Partners LLC
✚
|
NC | 390.0 M |
|
JJP Capital Management Inc
✚
|
MO | 389.9 M |
|
in on Capital Advisors LLC
✚
|
FL | 389.4 M |
|
Solomon API LLC
✚
|
FL | 389.0 M |
|
Sentinel Wealth Management Inc
✚
|
VA | 388.8 M |