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

GPB Capital Holdings

GPB Capital Holdings, LLC (“GPB”) is a New York-based global asset management firm with a focus on income-producing private equity. GPB provides their portfolio company operators with the strategic planning, managerial insight and capital needed to enable strong businesses to achieve a new level of growth and profitability.

Ascendant Capital, LLC, is an affiliate of Ascendant Alternative Strategies, LLC. Ascendant Capital, LLC offers securities through, and these materials distributed through, Ascendant Alternative Strategies, LLC, a broker-dealer registered with the SEC and member of FINRA/SIPC. Ascendant Alternative Strategies, LLC is an affiliate of  GPB Capital Holdings, LLC  an investment adviser registered with the SEC.