Ascend Advisor Services Llc
SEC-registered
Investment Adviser
CRD 306302
· SEC file 802-118498
· New York, NY
· WWW.ASCENDAMERICA.COM
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ADV data as of Mar 02, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $41.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| A Squared Domino Opportunity I, L.P. | Other Private Fund | New York | $26.5M | 53 |
| A Squared Domino Opportunity Ii, L.P. | Other Private Fund | New York | $9.5M | 19 |
| A Squared Bam Opportunity I, L.P. | Other Private Fund | New York | $5.0M | 10 |
| A Squared Domino Opportunity Iii, Lp | Other Private Fund | New York | $0 | 0 |
Private funds (4, $41.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| A Squared Domino Opportunity I, L.P. | Other Private Fund | $26.5M | $500K | 53 |
| A Squared Domino Opportunity Ii, L.P. | Other Private Fund | $9.5M | $500K | 19 |
| A Squared Bam Opportunity I, L.P. | Other Private Fund | $5.0M | $500K | 10 |
| A Squared Domino Opportunity Iii, Lp | Other Private Fund | $0 | $1.1M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗