ASCENDANT CAPITAL PARTNERS LP
Adviser information for ASCENDANT CAPITAL PARTNERS LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $460.5M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $460.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $460.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121941 |
|---|---|
| SEC ERA File Number | 801-121941 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306257 |
| Legal Entity Identifier | None |
Principal Office
11777 SAN VICENTE BOULEVARDSUITE 650
LOS ANGELES
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM PST
Tel: (310) 689-5149, Fax: None
Chief Compliance Officer
ERIC CALDER
CHIEF OPERATING OFFICER
3889 MAPLE AVENUE
SUITE 600
DALLAS
TX
United States
Tel:
(646) 717-6085
E***@*******************M
(Full email address available in API data)
Regulatory Contact
RUSSELL GIMELSTOB
CHIEF EXECUTIVE OFFICER
11777 SAN VICENTE BOULEVARD
SUITE 650
LOS ANGELES
CA
United States
Tel:
(310) 689-5150
R******@*******************M
(Full email address available in API data)
Industry Affiliates
| ASCENDANT CAPITAL FUND LP | Sponsor, GP, manager of pooled investment vehicles |
| ASCENDANT CAPITAL PARTNERS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACP COREPOINT JV LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| ACP LONGHORN INVESTOR LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| ACP NEWBURY 2 INVESTOR INTERMEDIATE LLC | Real Estate Fund | $0.0M | $0.0M | 4 |
| ACP PERRY INTERMEDIATE LLC | Real Estate Fund | $0.0M | $0.0M | 4 |
| ASCENDANT CAPITAL FUND LP | Real Estate Fund | $231.5M | $1.0M | 31 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GIMELSTOB, RUSSELL, LEWIS | Individual | – | CHIEF EXECUTIVE OFFICER | 10/2019 | < 5% |
| ASCENDANT MANAGER LLC | Domestic Entity | – | GENERAL PARTNER | 10/2019 | < 5% |
| GIMELSTOB, RUSSELL, LEWIS | Individual | ASCENDANT MANAGER LLC | MEMBER | 10/2019 | > 75% |
| HALPERN, ALEXANDER, NATHAN | Individual | – | CHIEF INVESTMENT OFFICER | 02/2021 | < 5% |
| CALDER, JOSEPH, ERIC | Individual | – | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 04/2021 | < 5% |
| GOLDBERG, JASON, LEIGH | Individual | – | CHIEF FINANCIAL OFFICER | 03/2020 | < 5% |
| 14 FORDHAM ROAD LLC | Domestic Entity | – | PARTNER | 10/2021 | 50-75% |
| HGT PRINCIPAL INVESTMENTS LLC | Domestic Entity | – | PARTNER | 10/2021 | 10-25% |
| DECADELLA HOLDINGS LLC | Domestic Entity | – | PARTNER | 12/2021 | 10-25% |
| RUSSELL GIMELSTOB 2021 TRUST | Domestic Entity | 14 FORDHAM ROAD LLC | MEMBER | 10/2021 | > 75% |
| HGT 2021 TRUST | Domestic Entity | HGT PRINCIPAL INVESTMENTS LLC | MEMBER | 10/2021 | > 75% |
| SOUTH DAKOTA TRUST COMPANY LLC | Domestic Entity | RUSSELL GIMELSTOB 2021 TRUST | TRUSTEE | 10/2021 | |
| BRYN MAWR TRUST COMPANY OF DELAWARE | Domestic Entity | HGT 2021 TRUST | TRUSTEE | 10/2021 | |
| CALDER, JOSEPH, ERIC | Individual | DECADELLA HOLDINGS LLC | MEMBER | 12/2021 | 50-75% |
| CALDER, STACY, SWEET | Individual | DECADELLA HOLDINGS LLC | MEMBER | 12/2021 | 50-75% |