Org Partners LLC
CRD 312728SEC# 801-120444Dallas, TX
No longer SEC-registered. Org Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$772.6M
Employees
24
Accounts
1,747
Location
Dallas, TX
Org Partners LLC assets under management
Org Partners LLC is an SEC-registered investment adviser based in Dallas, TX. It reports $772.6 million in regulatory assets under management and employs 24 people.
Org Partners LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascentis Operations, LLC Control | Owner | Over 75% | 2025 |
| Catherine Gaynell Bailey Control | Director Of Advisor Relations | Under 5% | 2021 |
| Clinton Wayne Sorenson Control | Chief Investment Officer | Under 5% | 2021 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Org Partners LLC manage?
Org Partners LLC reports $772.6 million in regulatory assets under management on its Form ADV.
How many employees does Org Partners LLC have?
Org Partners LLC reports 24 employees.
Where is Org Partners LLC located?
Org Partners LLC is based in Dallas, TX.
Does Org Partners LLC disclose fund performance?
Org Partners 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 |
Regulatory AUM
$772.6M▼ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$772.6Mregulatory AUM
Discretionary $712.7MNon-discretionary $59.9M