|
⚲
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| Ascend Interplay LLC
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|
|
|---|---|
| CRD # | 317344 |
| SEC # | 801-122766 |
| CIK # | |
| AUM | $205.8 M (2025-06-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 914-746-0436 |
| Address | 363 Lafayette Street New York, NY 10012 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) | 16 | 205.8 |
| (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 | 16 | 205.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 16 | 205.8 |
| Total | 16 | 205.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.9 | |
| United States Persons | 175.9 | |
| Total | 16 | 205.8 |
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|---|---|---|
|
Strategic Wealth Capital LLC
✚
|
CA | 0.2 |
|
Springvest Wealth Management LLC
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|
TX | 0.2 |
|
SLT Holdings LLC
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AZ | 0.2 |
|
Shelter Rock Management LLC
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|
NY | 0.2 |
|
Jones Kertz & Associates Inc
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|
MN | 0.2 |
|
Chesapeake Investment Management LLC
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|
VA | 0.2 |
|
Canty Financial Management Inc
✚
|
NY | 0.2 |
|
Alder Financial Group Inc
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|
GA | 0.2 |
|
D C Voss & Company LLC
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|
0.2 | |
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |