Owner · 724 Capital, LLC
Merlin W. Sorenson
CRD 1113496 · Named on Form ADV at 3 SEC-registered advisers
At a glance
724 Capital, LLC, an SEC-registered wealth manager with $259 million in regulatory assets, lists Merlin W. Sorenson on its Form ADV as Owner, a control person. The SEC filings also name Merlin at 2 other registered advisers.
Firms and roles
- 724 Capital, LLCOwnerWealth manager · United States · $259M in regulatory assets
- 724 Asset Management, LLCOwnerAsset manager · United States · $213M in regulatory assets
- Ascentis Asset Management, LLCPresident & CIOAsset manager · Dallas, TX · $0M in regulatory assets
AtlasMembers
Merlin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert H. DearmanChief Compliance Officer, 724 Capital, LLC
- Matthew M. ReynoldsChief Compliance Officer, Ascentis Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Merlin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.