Ascendant Capital Partners LP

RIASEC RegisteredEst. 2021
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$88.5M
Accounts
22
Employees
19
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
306257
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ascendant Capital Partners LP is a limited partnership and SEC-registered adviser (since 2021) that structures and manages pooled real estate vehicles for institutional investors. The firm’s core activity is portfolio management for pooled investment vehicles; it serves as sponsor/GP/managing member of those vehicles rather than operating primarily as a third‑party capital allocator. Compensation includes both a percentage-of-AUM component and performance-based fees. Ascendant reports that it is not an active ESG investor and does not describe itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Orkin

    Chief Financial OfficerCRD 8045139

  • Alexander Halpern

    Alexander Halpern

    Co-President, Co-Chief investment OfficerCRD 5347971

Contacts

2 of 2
  • Russell Gimelstob

    Russell Gimelstob

    FounderCRD 4568832

  • Joseph Calder

    Joseph Calder

    Co-FounderCRD 5375130

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11661 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth