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Charlie Armendarez

Financial Advisor at Ascendant Capital, LLC

Charlie Armendarez is a seasoned financial advisor with over 25 years of experience in institutional and high-net-worth portfolio management. He currently serves as a financial advisor at Ascendant Capital Management, LLC, where he focuses on asset allocation and investment strategies across various asset classes, including fixed income, equities, hedge funds, and alternative investments.1

Professional Background::

  • Education: Armendarez graduated from the University of Southern California with a degree in Economics and earned his MBA from The Amos Tuck School at Dartmouth College.1
  • Previous Roles: Before joining Ascendant Capital Management, he was a managing director and Chief Investment Officer at Pacific Alternative Asset Management Company (PAAMCO), a firm managing approximately $12.5 billion in assets. His role involved overseeing investment strategies for corporate and public pension funds, foundations, and endowments.14

Current Involvement:: Armendarez is also associated with Vertical Street Ventures (VSV), where he plays a critical role in investment management, focusing on fund oversight and investor relations. He has been involved in launching innovative funds aimed at diversifying investor portfolios and optimizing returns on a risk-adjusted basis.234

Public Engagement:: He has shared insights on real estate investing and financial strategies through various platforms, including podcasts where he discusses the importance of understanding risk-adjusted returns and the dynamics of multifamily investments.23

Highlights

Oct 30 · chartable.com
All episodes of Passive Income Through Multifamily Real Estate ...
May 22 · music.amazon.com
The Ins and Outs of the New VSV Fund with Charlie Armendarez
Episode #295: The Ins and Outs of the New VSV Fund with Charlie ...
May 22 · buzzsprout.com
Episode #295: The Ins and Outs of the New VSV Fund with Charlie ...
Aug 4 · acmgnt.com
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Related Questions

What inspired Charlie Armendarez to transition into financial advisory services?
How did Charlie's experience at PAAMCO influence his approach at Ascendant Capital Management?
What are the key features of the new VSV fund that Charlie is working on?
What motivated Charlie to join forces with Vertical Street Ventures?
How does Charlie's background in economics and MBA in finance contribute to his investment strategies?
Charlie Armendarez
Charlie Armendarez, photo 1
Charlie Armendarez, photo 2
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Location

Irvine, California