Ascend Interplay, LLC logo

Ascend Interplay, LLC

Updated today

About

Ascend Interplay provides investment advisory services to high‑net‑worth individuals, offering portfolio management on a non‑discretionary basis alongside financial planning, referral services, and a complimentary travel‑planning service. The firm segments clients into Members, Partial Members and Provisional Members with tailored onboarding arrangements and limits based on committed capital.

The firm reports $390,219,029 in client assets under continuous management and delivers advice focused on asset allocation and third‑party model portfolios rather than individual security selection, often recommending or replacing outside money managers when strategies deviate from benchmarks. Its investment universe is broad—covering traditional equities and fixed income as well as private placements, PIPES, digital assets, derivatives, REITs and other alternative structures—and the firm may allocate clients into private or sponsored funds after review of offering documents.

Ascend Interplay is notable for several atypical structural features: it operates with multiple affiliated entities (including an accounting firm, a law firm, a venture capital fund, and a cryptocurrency fund) and discloses that it may on occasion recommend investments in its affiliated funds, which it says can present conflicts of interest. The firm also serves a meaningful non‑U.S. client base, manages accounts primarily on a non‑discretionary basis, maintains a small client roster relative to its assets, and discloses operational practices such as directed custodial relationships, non‑aggregation of trades, and that it will not vote client proxies.

Client services

Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

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Fee options

Percentage

$0 - $25 million: 1.00% $25 million - $50 million: 0.70% $50 million - $100 million: 0.65% $100 million - $250 million: 0.55% $250 million+: 0.50%

Other

Account minimum: $25 million

Main office

363 Lafayette Street, 4th Floor

New York NY 10012

Advisors at this office

8

Most active in

New York · Texas

Also doing business as

Ascend Interplay, LLC · Interplay Family Office LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan H

Series 63, Series 65

New York, NY

Ascend Interplay, LLC

Ryan Hughes is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Goldman Sachs for nine years and at Graham & Walker for one year. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm operates with multiple affiliated entities and serves a diverse client base, managing accounts primarily on a non-discretionary basis.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Andrew L

Series 65

New York, NY

Ascend Interplay, LLC

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Edward K

Series 63, Series 65

New York, NY

Ascend Interplay, LLC

Edward Kim is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Old City Securities, Swiss Hill Advisors, and Hudson Executive Capital. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on non-discretionary portfolio management, financial planning, and referral services, with a client segmentation approach based on committed capital. The firm employs a broad investment universe and often recommends third-party managers while managing approximately $390 million in client assets.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Edward D

Series 63, Series 65

New York, NY

Ascend Interplay, LLC

Edward Doherty is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Houlihan Lokey and Alastar LLC. Ascend Interplay provides investment advisory services to high-net-worth individuals, focusing on asset allocation and third-party model portfolios with a broad investment universe that includes traditional and alternative assets. The firm manages client accounts primarily on a non-discretionary basis and offers tailored onboarding arrangements based on committed capital.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Chris Z

Series 63, Series 65

New York, NY

Ascend Interplay, LLC

Chris Zhang is a financial advisor at Ascend Interplay, LLC with seven years of industry experience. He previously worked at Morgan Stanley Asia Limited and Morgan Stanley & Co LLC before joining Ascend Interplay in 2022. Chris holds Series 63 and Series 65 licenses. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and offers a broad range of investment options, including private placements, real estate, digital assets, and derivatives, while also providing no-cost travel planning services.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Miho C

Series 63, Series 65

New York, NY

Ascend Interplay, LLC

Miho Common is a financial advisor at Ascend Interplay, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets, LLC. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and third-party model portfolios rather than individual security selection. The firm manages a diverse investment universe and offers tailored onboarding with services including financial planning and travel planning.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Mark D

Series 65

New York, NY

Ascend Interplay, LLC

Mark Davis is a financial advisor at Ascend Interplay, LLC with two years of industry experience. He holds a Series 65 designation and has been with Ascend Interplay since 2023. Outside of his advisory role, he is involved as a business owner in starting, advising, servicing, and funding high-growth technology startups, receiving equity and profits from these ventures. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and advises across a broad range of investments, including private placements, real estate, digital assets, and derivatives, while also offering no-cost travel planning services.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Eli G

Series 65

New York, NY

Ascend Interplay, LLC

Eli Graham is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation and beginning his industry career in 2023. He was previously affiliated with High Trail Capital before joining Ascend Interplay. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and use of third-party model portfolios rather than individual security selection. The firm manages client assets across a broad investment universe and includes several affiliated entities offering diverse financial services.

Private / alternative investments Options & derivatives strategies Real estate investing
View complete list of advisors at this firm
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