Investment adviser · CRD 306302

ASCEND ADVISOR SERVICES LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

NEW YORK, NY, United States · Form ADV filed Mar 2, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

A-SQUARED DOMINO OPPORTUNITY IV, LPOther Private Fund · Last reported Mar 2, 2026$36MGross asset value

Form D fundraising filings

A-Squared Domino Opportunity IV L.P.

Fund administrator JTC AMERICAS SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian AMPERSAND, INC. WAUKESHA, Wisconsin, United States Related to adviser: No
Custodian AMPERSAND, INC. WAUKESHA, Wisconsin, United States Related to adviser: No
Marketer SEQUENCE FINANCIAL SPECIALISTS LLC CHARLESTON, South Carolina, United States Related to adviser: No
Marketer TANGENT CAPITAL PARTNERS, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

SEQUENCE FINANCIAL SPECIALISTS LLC
CRD 132915 · SEC 8-66657

TANGENT CAPITAL PARTNERS, LLC
CRD 146999 · SEC 8-67885

Fund details & source
Fund ID
805-5213389057
Reported beneficial owners
45
Minimum commitment
$800K
Form D file number
021-508908

Form ADV 2059045 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

A-SQUARED DOMINO OPPORTUNITY II, L.P.Other Private Fund · Last reported Mar 2, 2026$20MGross asset value

Form D fundraising filings

A-Squared Domino Opportunity II, L.P.

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-1226334064
Reported beneficial owners
40
Minimum commitment
$500K
Form D file number
021-313257

Form ADV 2059045 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

A-SQUARED DOMINO OPPORTUNITY III, LPOther Private Fund · Last reported Mar 2, 2026$8.25MGross asset value

Form D fundraising filings

A-Squared Domino Opportunity III, L.P.

Fund administrator JTC AMERICAS SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian AMPERSAND, INC. WAUKESHA, Wisconsin, United States Related to adviser: No
Marketer INTERNATIONAL ASSETS ADVISORY, LLC ORLANDO, Florida, United States Related to adviser: No
Marketer SEQUENCE FINANCIAL SPECIALISTS LLC CHARLESTON, South Carolina, United States Related to adviser: No
Marketer TANGENT CAPITAL PARTNERS, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

INTERNATIONAL ASSETS ADVISORY, LLC
CRD 10645 · SEC 801-119029

SEQUENCE FINANCIAL SPECIALISTS LLC
CRD 132915 · SEC 8-66657

TANGENT CAPITAL PARTNERS, LLC
CRD 146999 · SEC 8-67885

Fund details & source
Fund ID
805-6641843018
Reported beneficial owners
10
Minimum commitment
$800K
Form D file number
021-464204

Form ADV 2059045 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

A-SQUARED DOMINO OPPORTUNITY I, L.P.Other Private Fund · Last reported Mar 2, 2026$4MGross asset value

Form D fundraising filings

A-Squared Domino Opportunity I, L.P.

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4363413579
Reported beneficial owners
8
Minimum commitment
$500K
Form D file number
021-270919

Form ADV 2059045 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

A-SQUARED BAM OPPORTUNITY I, L.P.Other Private Fund · Last reported Mar 2, 2026$2MGross asset value

Form D fundraising filings

A-Squared BAM Opportunity I, L.P.

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4106872089
Reported beneficial owners
4
Minimum commitment
$500K
Form D file number
021-240235

Form ADV 2059045 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

A-SQUARED DOMINO OPPORTUNITY V, LPPrivate Equity Fund · Last reported Mar 2, 2026$0Gross asset value

Form D fundraising filings

A-Squared Domino Opportunity V, L.P.

Fund administrator PRXY FUND SERVICES LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No
Custodian FLAGSTAR BANK NEW YORK, New York, United States Related to adviser: No
Marketer SEQUENCE FINANCIAL SPECIALISTS LLC FLORENCE, South Carolina, United States Related to adviser: No
Marketer TANGENT CAPITAL PARTNERS, LLC SHORT HILLS, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

SEQUENCE FINANCIAL SPECIALISTS LLC
CRD 132915 · SEC 8-66657

TANGENT CAPITAL PARTNERS, LLC
CRD 146999 · SEC 8-67885

Fund details & source
Fund ID
805-6723457533
Reported beneficial owners
0
Minimum commitment
$800K
Form D file number
021-563237

Form ADV 2059045 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 2, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

C/O ASCENDAMERICA, 445 PARK AVENUE, 7TH FLOOR
NEW YORK, NY, 10022, United States

CRD 306302

Filing source

Form ADV 2059045 · Mar 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.