|
⚲
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| Ascend Interplay LLC
✚
|
|
|---|---|
| CRD # | 317344 |
| SEC # | 801-122766 |
| CIK # | |
| AUM | $172.7 MM (2024-07-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 914-746-0436 |
| Address | 110 Greene Street New York, NY 10012 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 172.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 172.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 13 | 172.7 |
| Total | 13 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 170.9 | |
| Total | 13 | 172.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Institution Services LLC
✚
|
NV | 0.2 |
|
McBroom & Associates LLC
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|
NV | 0.2 |
|
Shelter Rock Management LLC
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|
NY | 0.2 |
|
Tilia Fiduciary Partners Inc
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|
NC | 0.2 |
|
Utopia Wealth Management LLC
✚
|
FL | 0.2 |
|
JHP Wealth Management LLC
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|
CO | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
ETRE LLC
✚
|
MA | 0.2 |
|
Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 0.2 |
|
Quantitative Strategies Inc
✚
|
CA | 0.2 |