TRANSCEND CAPITAL ADVISORS, LLC

TRANSCEND CAPITAL ADVISORS, LLC of MADISON, NJ is an SEC-registered investment adviser (CRD 299723). Regulatory assets under management: $2.9B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (24)

NameRoleLocation
Schwartz S RobertFOUNDING MEMBERMinnetonka, MN
Brian James GorczynskiCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/ CCO; MANAGING PARTNER, CCO—
Glen M BusheryCHIEF FINANCIAL OFFICER—
Matthew D FassnachtMANAGING PARTNER; PARTNER—
Robert Paul BrownMANAGING PARTNER; PARTNER—
Jacob GrossmanMANAGING PARTNER; PRESIDENT—
Paul Albert Edling CummingsCHIEF COMPLIANCE OFFICER, CHIEF WEALTH OFFICER—
Duncan Leigh NiederauerMANAGING PARTNER; PARTNER—
Richard Joseph SwiftMANAGING PARTNER—
Vibhaw Kumar AryaCHIEF WEALTH OFFICER—
BROWN DAVID PAULMANAGING PARTNER—
FASSNACHT MATTHEW DMANAGING PARTNER—
SWIFT RICHARD JOSEPHMANAGING PARTNER—
BAKA JAMES FRANCISCHIEF EXECUTIVE OFFICER—
GORCZYNSKI BRIAN JAMESMANAGING PARTNER; MANAGING PARTNER, CCO—
GUENTHER MATTHEW PAULMANAGING PARTNER—
BUSHERY GLEN MCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND INTERIM CHIEF COMPLIANCE OFFICER—
ARYA VIBHAW KUMARCHIEF WEALTH OFFICER—
NIEDERAUER DUNCAN LEIGHFOUNDING MEMBER; MANAGING MEMBER; MANAGING PARTNER (+1 more)—
DIDDEN JAMES MATTHEWFOUNDING MEMBER; MANAGING MEMBER; MEMBER—
HUGHES JAMES PCHIEF COMPLIANCE OFFICER—
LICHTENFELD MARK LAINGFOUNDING MEMBER—
BRAGOLI ROBERT JOSEPHCHIEF COMPLIANCE OFFICER—
GROSSMAN JACOBMANAGING PARTNER—

Private funds (12)

FundTypeFormedOwnersGross asset valueMin investment
TRANSCEND CAPITAL CREDIT FUND III, L.P.Private Equity FundDelaware199$74.6M$100K
TRANSCEND CAPITAL HEALTHCARE FUND I, LPPrivate Equity FundDelaware131$73.0M$100K
TRANSCEND CAPITAL REINSURANCE FUND IV, L.P.Private Equity FundDelaware84$52.9M$100K
TRANSCEND CAPITAL CREDIT FUND V, L.P.Private Equity FundDelaware101$49.9M$100K
TRANSCEND CAPITAL REINSURANCE FUND I, L.P.Private Equity FundDelaware101$41.2M$100K
TRANSCEND CAPITAL CREDIT FUND IV, L.P.Private Equity FundDelaware70$33.8M$100K
TRANSCEND CAPITAL TECHNOLOGY FUND II, L.P.Private Equity FundDelaware148$19.0M$100K
TRANSCEND CAPITAL CREDIT FUND II, L.P.Private Equity FundDelaware82$4.9M$50K
TRANSCEND CAPITAL CREDIT FUND I, L.P.Private Equity FundDelaware86$4.5M$50K
TRANSCEND CAPITAL TECHNOLOGY FUND I, L.P.Private Equity FundDelaware105$3.5M$250K
TRANSCEND CAPITAL REINSURANCE FUND III, L.P.Private Equity FundDelaware134$2.8M$100K
TRANSCEND CAPITAL REINSURANCE FUND II, L.P.Private Equity FundDelaware93$414K$100K

Branch offices (4)

CityStateEmployeesPhone
NAPLESFL7(239) 350-0009
BLOOMFIELD HILLSMI5(248) 468-7170
MIDDLETOWNRI3(239) 306-6300
PALM BEACH GARDENSFL0973-370-3203

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