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

Ascendant Capital Hires Two New Executives

Ascendant Capital LLC, an alternative investment firm based in Austin, Texas, hired Brian Weisenberger to serve as the executive director of product development and due diligence. The firm also hired Albert Thompson to serve as the director of capital markets.

In his new role, Brian Weisenberger will lead efforts relating to product development and structuring, due diligence and product training, and will serve on the firm’s executive committee. He brings more than 15 years of experience in the financial services industry with past roles in portfolio management, investment research, due diligence, and product development. Weisenberger joins Ascendant Capital from Williams Financial Group where he held the position of senior vice president of alternative investments. He earned his bachelor’s degree in economics from the University of Texas at Austin and is a chartered financial analyst.

Albert Thompson will lead the national accounts team in acquiring new selling agreements, creating partnerships with the firm’s distribution relationships, and generating new opportunities for the sales teams. With more than 20 years of experience in the financial services industry, Thompson joins Ascendant Capital from Hines Securities Inc. where he served as director of strategic accounts. He holds the series 6, 63, 7, and 24 licenses.

Ascendant Capital is a boutique alternative investment firm that creates investment strategies with a focus on income-producing private equity.