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


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


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


  • Distribution
  • Education
  • National Accounts

Client Relations

  • Support
  • Updates
  • Platforms
  • Custodians


At Ascendant Capital, our success stems from unwavering leadership, professionalism and integrity. These traits laid the foundation for a culture that values strong relationships and individual growth. We encourage our employees to advance their talents, develop new skills and find balance between their professional and personal lives. Ascendant offers a dynamic and passionate work environment that rewards self-starting, curious, hard-working team members. If you are looking for an opportunity to join a one-of-a-kind group, we encourage you to apply to one of our current job openings.