SEC CRD #801-122766
Interplay | Ascend: Expert Family Office Asset Management Member Portal Engage Ascend Architecting Legacy We partner with value-aligned families to architect legacy by empowering personal and financial growth grounded in continuous learning, integrity, humility, and grit. Asset allocation. Every family is unique. As such, our multi-family office takes a custom liquidity driven approach to each member s capital structure. Leveraging our proprietary sourcing, our in-house underwriting team creates endowment style diversified alternative asset portfolios. We aim to diversify assets across sector, stage, geography and strategy. To do this, we evaluate approximately 1,000 funds and direct opportunities each year, selectively investing in the most attractive 2%. Selected companies. Selected funds. Beyond capital. Community. Ascend Interplay facilitates private collaboration amongst some of the world’s highest impact families. Services. Managing a family requires far more than allocating capital. We help our families actualize their goals by enabling them to thrive in an integrated framework that considers generational planning, preservation, growth, and impact. Team first. Meet the Ascend team. Meet Entire Team Chris Zhang Partner CIO, Family Office Experience Education Kevin Tung Senior Partner Experience Education Mark Peter Davis Managing Partner Experience Education Form CRS for Ascend Disclosure Full list of investments available upon request.
ANDREW LEAHY
CHIEF COMPLIANCE OFFICER
📞 (914) 746-0436
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AUM
$390M
Location
NEW YORK, NY
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