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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 3
Office Locations
About Ascend Interplay, LLC
Ascend Interplay, LLC is a NEW York-based RIA with 3 offices. The firm has been operating for 4 years. Managing $390.2M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 12, 2025 and June 18, 2026, reported AUM increased 54.0%, from $253.5M to $390.2M.
Across 5 reported observations, AUM increased 288.9% between November 14, 2022 and June 18, 2026, from $100.3M to $390.2M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 7 advisory representatives and 19 clients, or 2.7 clients per representative. That equates to $20.5M in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Ascend Interplay, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Mark Peter Davis
Manager, Partner
- CRD
- #6819599
- Ownership
- 50% but less than 75%
KEVIN WEN JENG TUNG
Partner, Senior Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Miho Rachel Common
Senior Associate
- CRD
- #6963090
EDWARD TALBOT DOHERTY
Investment Director
- CRD
- #5822232
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $390,219,029 | $20,537,844 |
| Total | $390,219,029 | $20,537,844 |
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Separately Managed Accounts
SMA allocation detail is available
Ascend Interplay, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.