$390.2M Total AUM
$0 Disc. AUM
50.3% 3Y CAGR
6 Employees
19 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2021
- Office Locations
- 3
Office Locations
110 Greene Street, #1202 NEW York NY
363 Lafayette Street 4TH Floor NEW York NY
-- Nyack NY
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 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
49 AVG AGE
$65.0M AVG AUM / ADVISOR
$20.5M AVG AUM / CLIENT
3 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age
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Asset Classes
Legacy harbor Vital radial Capital Vital Momentum north North Value Value
Custodian
Insight catalyst North frontier
Investment Themes
Element pioneer Bridge
Investment Vehicles
Horizon
Services
Insight Vital pioneer Momentum vertex Delta Pathway Horizon radial
Owner & Executives
M
Mark Peter Davis
Manager, Partner
- CRD
- #6819599
- Ownership
- 50% but less than 75%
(544) 336-7405
radial.glacier@crestcapital.com
in linkedin.com/in/insight-peak
KEVIN WEN JENG TUNG
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
(469) 958-2197
signal.north@vitalcapital.com
in linkedin.com/in/glacier-horizon
I
Insight momentum
Horizon radial
- CRD
- #46850
- Ownership
- 36.3%
(527) 733-3691
vital.atlas@crestcapital.com
in linkedin.com/in/quantum-vector
Showing 2 of 4 owners & executives
Unlock allContacts
Miho Rachel Common
Senior Associate
- CRD
- #6963090
(677) 578-1921
signal.momentum@oakcapital.com
in linkedin.com/in/timber-beacon
M
Mark Peter Davis
Manager, Partner
- CRD
- #6819599
(362) 218-4606
optima.delta@vitalcapital.com
in linkedin.com/in/ridge-alpha
R
Radial eagle
Wave foundation fusion
- CRD
- #37192
(354) 599-7616
glacier.alpha@matrixcapital.com
in linkedin.com/in/north-beacon
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $390,219,029
Private Funds:
22.7% Public Funds:
6.7% Equity - Exchange:
7.0% Cash:
18.2% Derivatives:
10.8% Equity - OTC:
9.0% Other:
3.9% Other:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,413,965,929 | 22.7% |
| Public Funds | $417,337,961 | 6.7% |
| Equity - Exchange | $436,024,736 | 7.0% |
| Cash | $1,133,664,313 | 18.2% |
| Derivatives | $672,723,878 | 10.8% |
| Equity - OTC | $560,603,232 | 9.0% |
| Other | $242,928,067 | 3.9% |
| Other | $1,351,676,680 | 21.7% |
| Total | $6,228,924,796 | 100.0% |