RIA · Independent channel
Transcend Capital Advisors
Acquired by Arax Investment Partners · July 2026
Madison, New Jersey registered investment adviser founded in 2019 by former NYSE CEO Duncan Niederauer; acquired by Arax Advisory Partners on July 31, 2026.
- Website
- transcendcapital.com
- Regulator record
- TRANSCEND CAPITAL ADVISORS, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$3.0B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Transcend Capital Advisors in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Transcend Capital Advisors in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 23 | Acquisition | Transcend Capital AdvisorsMadison, NJ | Arax Investment PartnersRIA | $3.0B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.