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 and real estate. 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, Axiom Capital Management, Inc. and GPB Capital Holdings, LLC are independent of each other.