TRANSCEND CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- MADISON, New Jersey
- CRD number
- 299723
- Registered since
- December 12, 2018
- Website
- www.transcendcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.18%
- Pooled Investment Vehicles8.14%
- Individuals7.39%
- Corporations / Businesses1.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Transcend Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and active since 2018. It operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and selection-of-advisers services. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not position itself as an ESG investor. Industry relationships include roles as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles. Transcend has been recognized by Forbes on its Top RIA lists in 2022, 2023, and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Private Funds13%
- Public Funds/Mutual Funds12%
- Other10%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2BRIAN GORCZYNSKI
Chief Executive OfficerCRD 2524849
GLEN BUSHERY
Partner & Chief Financial OfficerCRD 6025421
Contacts
3 of 20Joseph Pignatano
Partner, Wealth AdvisorCRD 5891027
PAUL CUMMINGS
PartnerCRD 4509724
MARIA MILLNER
Partner, Head of OperationsCRD 5692402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 254Active vs passive
$531M in ETFs
81%
$432M
10%
$98.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $29.6M | 302,481 | 5.58% |
Location
MADISON, NJ
MORRIS
Location
MADISON, NJ
Headquartered in MADISON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 7 Giralda Farms
- Time zone
- ET (UTC-5)
- Office locations
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