Investment adviser · CRD 318126

ASCENTIS ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Jul 21, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 21, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

5001 SPRING VALLEY RD, SUITE 810W
DALLAS, TX, 75244, United States

CRD 318126

Filing source

Form ADV 2121109 · Jul 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.