Owner · Ascentis Asset Management, LLC
Michael P. Mansur
CRD 2966580 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Ascentis Asset Management, LLC, an SEC-registered asset manager based in Dallas, TX with $0 in regulatory assets, lists Michael P. Mansur on its Form ADV as Owner, a control person. The SEC filings also name Michael at 2 other registered advisers.
Firms and roles
- Ascentis Asset Management, LLCOwnerAsset manager · Dallas, TX · $0M in regulatory assets
- Ascentis Wealth Management, LLCPresidentWealth manager · Dallas, TX · $596M in regulatory assets
- Ascentis Independent Advisors, LLCTrusteeWealth manager · Dallas, TX · $2.1B in regulatory assets
AtlasMembers
Michael’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
- 2 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 (6)
- Matthew M. ReynoldsChief Compliance Officer, Ascentis Asset Management, LLC
- Merlin W. SorensonPresident & CIO, Ascentis Asset Management, LLC
- Clinton W. SorensonChief Investment Officer, Ascentis Wealth Management, LLC
- Catherine G. BaileyDirector, Ascentis Wealth Management, LLC
- Patrick M. CatoneDirector, Ascentis Independent Advisors, LLC
1 more person named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.