TRANSCEND CAPITAL ADVISORS, LLC
CRD #299723 SEC #801-114435 MADISON, NJ (973) 370-3203
SEC Registered Private Funds
Total AUM
$3.1B
Discretionary
$3.1B
Employees
44
Clients
251
Accounts
5,003
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.1B | $3.1B | $13.8M | 44 | 0 |
| Mar 2025 | $3.1B | $3.1B | $13.8M | 44 | 0 |
| Jan 2025 | $2.9B | $2.8B | $32.5M | 39 | 0 |
| Oct 2024 | $2.9B | $2.8B | $32.5M | 39 | 0 |
| Aug 2024 | $2.9B | $2.8B | $32.5M | 39 | 0 |
| Mar 2024 | $2.9B | $2.8B | $32.5M | 39 | 0 |
| Mar 2024 | $2.9B | $2.8B | $32.5M | 39 | 0 |
| Mar 2023 | $2.5B | $2.5B | $26.8M | 34 | 0 |
| Jan 2023 | $2.4B | $2.4B | $32M | 29 | 0 |
| Jan 2023 | $2.4B | $2.4B | $32M | 29 | 0 |
| Dec 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Nov 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Oct 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Sep 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Aug 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Jun 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Apr 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Mar 2022 | $2.4B | $2.4B | $32M | 29 | 0 |
| Feb 2022 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Jan 2022 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Oct 2021 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Aug 2021 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Apr 2021 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Apr 2021 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Mar 2021 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Mar 2021 | $2.1B | $1.8B | $255.2M | 16 | 0 |
| Dec 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Nov 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Oct 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Sep 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Jun 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Apr 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Mar 2020 | $1.2B | $996.7M | $208.1M | 10 | 0 |
| Nov 2019 | $1.1B | $865.8M | $207M | 10 | 0 |
| Oct 2019 | $1.1B | $865.8M | $207M | 10 | 0 |
| Sep 2019 | $568.2M | $411.8M | $156.3M | 8 | 0 |
| May 2019 | $568.2M | $411.8M | $156.3M | 8 | 0 |
| Mar 2019 | $568.2M | $411.8M | $156.3M | 8 | 0 |
| Jan 2019 | $0 | $0 | $0 | 8 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$13.8M
Employees44
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$13.8M
Employees44
Clients0
DateJan 2025
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$32.5M
Employees39
Clients0
DateOct 2024
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$32.5M
Employees39
Clients0
DateAug 2024
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$32.5M
Employees39
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$32.5M
Employees39
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$32.5M
Employees39
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$26.8M
Employees34
Clients0
DateJan 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateJan 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateDec 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateNov 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateSep 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateAug 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateJun 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateApr 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$32M
Employees29
Clients0
DateFeb 2022
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateJan 2022
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateOct 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateAug 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$255.2M
Employees16
Clients0
DateDec 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateNov 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$996.7M
Non-Disc.$208.1M
Employees10
Clients0
DateNov 2019
Total AUM$1.1B
Discretionary$865.8M
Non-Disc.$207M
Employees10
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$865.8M
Non-Disc.$207M
Employees10
Clients0
DateSep 2019
Total AUM$568.2M
Discretionary$411.8M
Non-Disc.$156.3M
Employees8
Clients0
DateMay 2019
Total AUM$568.2M
Discretionary$411.8M
Non-Disc.$156.3M
Employees8
Clients0
DateMar 2019
Total AUM$568.2M
Discretionary$411.8M
Non-Disc.$156.3M
Employees8
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0