SEC-Registered Investment Adviser
Transcend Capital Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 16, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 12, 2018
- Principal office
- 7 Giralda Farms, Suite 300, Madison, NJ 07940
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 4
Scale
- Regulatory AUM
- $2.9B
- Discretionary / non-discretionary
- $2.9B / $29.9M
- Attributable to non-US clients
- $1.1M
- Accounts
- 4,145
- Clients
- 0
- Employees
- 39, 27 in advisory roles
- Private funds advised
- 12
- Private fund gross assets
- $360.5M
- Fund types
- 12 private equity funds
- Funds with Form D records
- 9 issuers in AltStreet's ledger, $278.7M reported sold across them
- Client assets in custody
- $709.2M (471 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (623); high net worth individuals (450); pooled investment vehicles (12); corporations or other businesses (9)
- Related persons include
- an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 16, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.