Org Partners Asset Management LLC
CRD 330922SEC# 801-130199Dallas, TX
No longer SEC-registered. Org Partners Asset Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
4
Accounts
—
Location
Dallas, TX
Org Partners Asset Management LLC assets under management
Org Partners Asset Management LLC operates as an SEC-registered investment adviser based in Dallas, TX. It employs 4 people.
Org Partners Asset Management LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascentis Operations, LLC Control | Owner | Over 75% | 2024 |
| Clinton Wayne Sorenson Control | President &Cio | Under 5% | 2024 |
| Matthew Mark Reynolds | Chief Compliance Officer | Under 5% | 2025 |
| Ascentis Wealth Holdings, LLC Control | Owner | Over 75% | 2024 |
| Big 4 Irrevocable Trust Control | Owner | Over 75% | 2025 |
| Michael Peter Mansur Control | Trustee | Over 75% | 2025 |
| Mimmj Holdings | Owner | Over 75% | 2025 |
| Mimmj Holdings, LLC Control | Owner | Over 75% | 2025 |
Frequently asked questions
How many employees does Org Partners Asset Management LLC have?
Org Partners Asset Management LLC reports 4 employees.
Where is Org Partners Asset Management LLC located?
Org Partners Asset Management LLC is based in Dallas, TX.
Does Org Partners Asset Management LLC disclose fund performance?
Org Partners Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,825 advisers