Our Process

Product Development

  • Structuring
  • Research
  • Project Management of Product Launch
    • PPM
    • Offering Material
    • Sub Docs
    • LPA

Due Diligence

  • 3rd Party Reports
    • Mick & Associates
    • FactRight
    • Mercer
    • Buttonwood
  • DD Questionnaires
  • Upfront & Ongoing DD
  • Ongoing Oversight

Compliance

  • Additional Layer of Oversight
    • Four Series 24 Held
    • Advertising Oversight
    • Marketing Material Oversight

Marketing

  • Communications
  • Messaging / Copy
  • Website / SEO
  • DD / Marketing Events
  • PR / Positioning
  • Fulfillment

Sales

  • Distribution
  • Education
  • National Accounts

Client Relations

  • Support
  • Updates
  • Platforms
  • Custodians

About Ascendant

Ascendant Capital is a boutique alternative investment firm with global capabilities. We bring one-of-a-kind investment strategies to a diverse investor base with a unique focus on income-producing private equity.

At Ascendant, we are committed to understanding the needs of the market. We both source and partner with high quality fund managers to create differentiated strategies to meet these needs. We consult, structure, market and service these offerings, ensuring that our relationships receive a high level of investment quality and service.