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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 13 30.00%
of those in investment advisory functions 9 28.57%
Registration SEC, Approved, 7/30/2021
Other registrations (1)
Former registrations

ASCENDANT CAPITAL PARTNERS LP

AUM* 460,508,841 37.29%
of that, discretionary 460,508,841 37.29%
Private Fund GAV* 231,491,475 -30.99%
Avg Account Size 92,101,768 -17.63%
SMA’s No
Private Funds 5 2
Contact Info (31 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
798M 684M 570M 456M 342M 228M 114M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$231,491,475

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Brochure Summary

Overview

Ascendant Capital Partners LP (“Ascendant” or “we”), a Delaware limited partnership, was established on November 2, 2019, and is indirectly owned by Russell Gimelstob, Alexander Halpern and Joseph Eric Calder (the “Principals”). Please see Schedule A and Schedule B of the Part 1A of this Form ADV filing for a comprehensive report of Ascendant’s direct and indirect owners. Ascendant is an investment advisor to pooled investment vehicles, such as private funds, limited partnerships and limited liability companies (such vehicles, “Funds” or “Ascendant Funds"). Affiliates of Ascendant generally act as the general partner/managing member of Funds but at times, a Fund may also serve as the general partner/managing member of another Fund. Ascendant’s Funds are organized for the principal purposes of (a) making investments, directly or indirectly, in the securities of real estate, real estate management, and real estate operating companies primarily in the United States, Mexico and Canada, (b) operating, supervising and disposing of such investments, and (c) engaging in such other activities incidental or ancillary thereto as the general partner deems necessary or advisable. Investment opportunities are offered privately to institutional investors and high-net-worth individuals. Each investor in an Ascendant Fund is required to be an accredited investor pursuant to the safe harbor provided
by Regulation D under the Securities Act of 1933, as amended (the “Securities Act”). In addition, Ascendant pooled investment vehicles rely on exemptions pursuant to either Section 3(c)(1) or Section 3(c)(7) of the Investment Company Act of 1940, as amended (the “Investment Company Act”). Ascendant offers a full range of real estate investment advisory services, including, but not limited to, acquisitions, financing, asset management, and dispositions. Ascendant tailors its advisory services to the specific investment objectives and restrictions of each Fund as set forth in the related governing documents. As of the date of this Brochure, Ascendant’s advice is predominantly focused on real estate investments in North America. All investors should refer to the relevant Fund governing documents as well as this Brochure for more detailed information on such Fund’s investment objectives, fees, expenses, strategies, and restrictions. There is no assurance that the Funds will meet their performance objectives. As of December 31, 2023, Ascendant managed approximately $460,508,841 in regulatory assets under management on a discretionary basis. Ascendant provides investment management services on a non-discretionary basis for a single account, but is not ultimately responsible for arranging or effecting the purchase or sale of securities, and as such has excluded this account from its RAUM.