Ascent Capital Partners LLC

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Ascent Capital Partners LLC ✚
CRD #	291218
SEC #	801-134434
CIK #	0002041777
AUM	172.0 M (2026-04-01)
Employees	10 (20% Investors, 0% Brokers)
Phone	480-841-6956
Address	16427 North Scottsdale Road Scottsdale, AZ 85254
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
VC	Ascent Accelsius A Series of Ascent X Innventure LP	2025-08-27		1.2 M
VC	Ascent Ascenta LP	2025-08-27		1.2 M
VC	Ascent Mountain Partners - Phase 1 A Series of Ascent Realty Partners I LLC	[2025-08-27]	6.1 M	5.0 M
	Filed 2025-09-02 (D/A) · Exemption 506(c) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	Ascent Ventures LP	[2025-08-27]	1.8 M	27.4 M
	Offered $40,000,000 · Filed 2021-04-01 (D) · Exemption 506(c) · Remaining $38,200,000 · Duration One year or less · Revenue Decline to Disclose
VC	Ascent X Envest LP	[2025-08-27]	24.8 M	32.6 M
	Filed 2025-12-09 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	Ascent X Innventure TC A Series of Ascent X Innventure LP	[2025-08-27]	5.4 M	19.2 M
	Offered $6,500,000 · Filed 2023-09-28 (D/A) · Exemption 506(c) · Minimum $50,000 · Remaining $1,091,000 · Duration One year or less · Revenue Decline to Disclose
VC	Spirit of the Game A Series of Ascent Productions LP	[2025-08-27]	2.2 M	4.6 M
	Filed 2024-04-11 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	7	0.2
(b) Individuals (high net worth individuals)	55	80.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	7	91.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	163	172.0
By Discretionary
Discretionary	162	170.0
Non-Discretionary	1	2.0
Total	163	172.0
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		171.9
Total	163	172.0

Form D Directors	Role	# Filings	# Firms
Jonathan Loeffler	Executive Officer	7	2
Mark Pomeroy	Executive Officer	5	2
Ascent Capital Partners LLC	Promoter	4	2
David Forsberg	Director	2	2
Ascent Ventures Master GP Limited Partnership	Promoter	2	2
Mark Pomeroy Jr	Executive Officer	2	2
Ascent X Innventure Master GP	Promoter	1	1
Axe Master GP LP	Executive Officer	1	1
Ascent Realty Master GP LLC	Promoter	1	1
Ascent Productions Master GP LP	Director	1	1
View All

EDGAR Form	CIK	2011 - 2026
SC 13D	[0002041777]
SC 13G	[0002041777]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Ascent Capital Partners LLC	Innventure Inc	[2026-02-18]
Ascent Capital Partners LLC	Innventure Inc	[2024-10-18]

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional, Retail

Comparable Firms	State	AUM
Wealthguard Advisors Inc ✚	CA	172.4 M
Davidson Wealth Management LLC ✚	NJ	172.4 M
Prosperity Road LLC ✚	CA	172.3 M
Nexwealth LLC ✚	FL	172.2 M
Thompson Wealth Solutions LLC ✚	MD	172.1 M
Investor Advisory Group LLC ✚	NC	172.1 M
McIntyre Freedman & Flynn Investment Advisers Inc ✚	MA	172.0 M
Pinnacle Portfolio Advisors LLC ✚		171.9 M
Evolution Wealth Management Inc ✚	FL	171.7 M
Ellerbrock-Norris Wealth Strategies LLC ✚	NE	171.6 M

Assets, Funds, Holdings