ASCENTIS ASSET MANAGEMENT, LLC

UUIDb5b27985-c5d1-5c3c-bf50-2f9a3243787a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	318126	318126	—	1.0
sec_file_number	801-123264	801-123264	—	—

HQ CitySOUTH COAST METRO

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
ASCENTIS OPERATIONS, LLC	OWNER	OFFICER	—	{"filing_id": "2014357", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ASCENTIS WEALTH HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2014357", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BIG 4 IRREVOCABLE TRUST	MEMBER	OFFICER	—	{"filing_id": "2014357", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MANSUR, MICHAEL, PETER	OWNER	OFFICER	—	{"filing_id": "2014357", "owner_id": "2966580", "source": "adv_part1", "table": "Schedule_A_B"}
MIMMJ HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2014357", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NAHAS, JOHN, EMILE	MEMBER	OFFICER	—	{"filing_id": "2014357", "owner_id": "4374675", "source": "adv_part1", "table": "Schedule_A_B"}
SORENSON, MERLIN, WAYNE	PRESIDENT & CIO	OFFICER	—	{"filing_id": "2014357", "owner_id": "1113496", "source": "adv_part1", "table": "Schedule_A_B"}
Reynolds, Matthew, Mark	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2014357", "owner_id": "4077413", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.