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

Strategies

At Ascendant Capital, the investor is our priority. We believe that a focus on capital preservation, transparency, communication and dependable service are imperative. We partner with like-minded alternative fund managers who demonstrate an unwavering commitment to the investor. Our strategies include, but are not limited to:

– Private Equity

Investment vehicles that invest primarily in established private companies with the goal of improving performance and enterprise value.

– Real Estate

Funds that utilize a value-add approach by enhancing under-performing and opportunistic real estate assets.

– Hedge Funds

Actively managed investment vehicles that seek absolute risk-adjusted returns over the long term, and seek to outperform a relative benchmark.