RIA Intelligence

TRANSCEND MANAGEMENT, LLC

CRD #308595 SEC #802-118834 SAN FRANCISCO, CA (415) 578-4933
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Jul 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRANSCEND FUND GP II LIMITEDFEGENERAL PARTNERNA Control
TRANSCEND FUND GP II LIMITEDFEGENERAL PARTNERNA Control
TRANSCEND FUND GP II LIMITEDFEGENERAL PARTNERNA Control
TRANSCEND GP I LLCFEGENERAL PARTNERNA Control
TRANSCEND GP I LLCFEGENERAL PARTNERNA Control
TRANSCEND GP I LLCFEGENERAL PARTNERNA Control
TRANSCEND GP III, LLCDEGENERAL PARTNERNA Control
TRANSCEND GP III, LLCDEGENERAL PARTNERNA Control
TRANSCEND GP-GP III, LLCDEGENERAL PARTNERNA Control
TRANSCEND GP-GP III, LLCDEGENERAL PARTNERNA Control
TRANSCEND MANAGEMENT (CAYMAN) LLCFESHAREHOLDERNA
TRANSCEND MANAGEMENT (CAYMAN) LLCFESHAREHOLDERNA
TRANSCEND MANAGEMENT (CAYMAN) LLCFESHAREHOLDERNA
TRANSCEND XR GP I LLCDEGENERAL PARTNERNA Control
Bergel, Shanti, PierceIMANAGING DIRECTORE Control
Sheppard, AndrewIMANAGERE Control
Sheppard, AndrewIMANAGERE Control
Sheppard, AndrewIMANAGERE Control
CEDARVIEW CONSULTING INC.DEMEMBERC Control
Krause, Brett, HaroldIMEMBERC Control
Krause, Brett, HaroldIMEMBERC Control
Krause, Brett, HaroldIMEMBERC Control
Krause, Brett, HaroldIMEMBERC Control
Krause, Brett, HaroldIMEMBERC Control
SHEPPARD, ANDREW, JEREMYIMEMBERC Control
SHEPPARD, ANDREW, JEREMYIMEMBERC Control
SHEPPARD, ANDREW, JEREMYIMEMBERC Control
SHEPPARD, ANDREW, JEREMYIMEMBERC Control
TRANSCEND CONSULTING, LLCDEMEMBERC Control
TRANSCEND CONSULTING, LLCDEMEMBERC Control
TRANSCEND CONSULTING, LLCDEMEMBERC Control
TRANSCEND CONSULTING, LLCDEMEMBERC Control
TRANSCEND CONSULTING, LLCDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Bergel, Shanti, PierceITRANSCEND CONSULTING, LLCE Control
Bergel, Shanti, PierceITRANSCEND CONSULTING, LLCE Control
SHEPPARD, ANDREW, JEREMYICEDARVIEW CONSULTING INC.E Control
Bergel, Shanti, PierceITRANSCEND MANAGEMENT (CAYMAN) LLCD Control
Bergel, Shanti, PierceITRANSCEND MANAGEMENT (CAYMAN) LLCD Control
Bergel, Shanti, PierceITRANSCEND MANAGEMENT (CAYMAN) LLCD Control
Krause, Brett, HaroldITRANSCEND MANAGEMENT (CAYMAN) LLCD Control
Krause, Brett, HaroldITRANSCEND MANAGEMENT (CAYMAN) LLCD Control
Krause, Brett, HaroldITRANSCEND MANAGEMENT (CAYMAN) LLCD Control

Registrations

Federal

ERA
Jul 28, 2025 REGISTERED

Address

1 EMBARCADERO CENTER, SUITE 1200,
SAN FRANCISCO, CA 94111
United States
Phone: (415) 578-4933