Ascend Interplay, LLC

Overview

Ascend Interplay, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm describes itself as a capital allocator that provides portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its primary client base is high-net-worth individuals and families. Ascend Interplay is structured as an owner-operated practice (owner type: individual). The firm does not position itself as an ESG-focused investor, is not registered as a multi-state adviser, and does not act as a pension consultant. Its business activities include both advisory services and roles tied to pooled investment vehicles: the firm lists industry affiliations with other investment advisers, accounting and law firms, and identifies itself as a sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices