The TRANSCE3ND is a privately held investment adviser that advises $418.93mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRANSCE3ND 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 127.26% over the last 3-years.
The Group has been registered with the SEC for 3.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 835 MAIN STREET BUILDING 200, BUDA, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 60 employees comprised of 42 investment and 18 non-investment staff. The total number of Employees increased by 566.67% over the last 4-years.
Their $418.93mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 38 other accounts. Assets of Individuals clients own $238.39mn or 56.9% of Total Assets and High Net Worth Individuals own $166.45mn or 39.73% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 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.
TRANSCE3ND names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.