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

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Employees

Accounts

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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.

View on SEC.gov ↗

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
████████████	████████████	████████████	$•••

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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