The TRANSCEND WEALTH COLLECTIVE is a privately held investment adviser that advises $3.04Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. TRANSCEND WEALTH COLLECTIVE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 42.33% over the last 5-years.
The Group has been registered with the SEC for 7.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 7 GIRALDA FARMS SUITE 300, MADISON, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 39 employees comprised of 27 investment and 12 non-investment staff. The total number of Employees increased by 116.67% over the last 5-years.
Their $3.04Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $2.42Bn or 79.8% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $360.49mn or 11.87% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Insurance-Linked Securities and Traditional LBO, representing 46.5%, 26.99% and 20.26% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TRANSCEND WEALTH COLLECTIVE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.