| 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 |
Org Partners LLC reports $772.6 million in regulatory assets under management on its Form ADV.
Org Partners LLC reports 24 employees.
Org Partners LLC is based in Dallas, TX.
Org Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
| Discretionary | $712.7M |
| Non-discretionary | $59.9M |
| Total (RAUM) | $772.6M |