Ascend Capital LLC

Ascend Capital LLC (CRD# 118397) is a financial advisory firm headquartered in Orinda, CA. They manage $5,854,626,733 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,855
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $292,731,337
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ascend Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas I. Cal
CRD#: 2887307
600 Montgomery Street, 37th Floor, San Francisco, CA 94111
90
Wealthminder
score

Thomas Cal (CRD# 2887307) is an Investment Advisor Representative working at Ascend Capital LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Benjamin D. Slavet
CRD#: 4272038
600 Montgomery Street, 37th Floor, San Francisco, CA 94111
87
Wealthminder
score

Benjamin Slavet (CRD# 4272038) is an Investment Advisor Representative working at Ascend Capital LLC in San Francisco, CA and has 1 year of experience in the finance industry.

3
Malcolm P. Fairbairn
CRD#: 2544141
One Montgomery Street, Suite 3300, San Francisco, CA 94104
67
Wealthminder
score

Malcolm Fairbairn (CRD# 2544141) is an Investment Advisor Representative working at Ascend Capital LLC in San Francisco, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.