ASCEND ADVISOR SERVICES LLC

Thesis

Ascend Advisor Services LLC is a registered investment adviser based in Ohio and Texas, established in 2012 and 2013 respectively. The firm specializes in serving private funds. Their regulatory assets under management (AUM) as of March 2, 2026, were $41.58 million, comprising $39.38 million in discretionary assets and $2.20 million in non-discretionary assets, across 69 accounts. Notably, their AUM does not include amounts held in escrow pending approval for investor I526 petitions by the United States Citizenship and Immigration Services, as they do not provide management services for these funds until escrow release conditions are met. The firm's primary focus is on regulatory compliance and advisory services for private fund managers.