| Owner | Title | From | %Ownership |
|---|---|---|---|
| Transcend Wealth Collective Holdings, LLC | Owner | 11/2018 | > 75% |
| Gorczynski, Brian, James | Managing Partner | 06/2021 | < 5% |
| Guenther, Matthew, Paul | Managing Partner | 08/2021 | < 5% |
| Niederauer, Duncan, Leigh | Managing Partner | 11/2018 | < 5% |
| Bushery, Glen, M | Chief Financial Officer | 10/2021 | < 5% |
| Bragoli, Robert, Joseph | Chief Compliance Officer | 04/2022 | < 5% |
| Baka, James, Francis | Chief Executive Officer | 09/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Transcend Capital Advisors, LLC | $2.38 bn | |
| Transcend Capital Credit Fund III LP | $1.35 mm | Other Private Fund |
| Transcend Capital Credit Fund IV LP | Private Equity Fund | |
| Transcend Capital Healthcare Fund I LP | $15.96 mm | Private Equity Fund |
| Transcend Wealth Collective Capital I LP | $33.71 mm | Private Equity Fund |
| Transcend Wealth Collective Capital II LP | $36.77 mm | Private Equity Fund |
| Transcend Wealth Collective Capital WR LP | $34.05 mm | Private Equity Fund |
| TWC C Whale Rock Hybrid, LP | $50.40 mm | Private Equity Fund |
