South Coast Metro, CA Office
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Ascentis Asset Management, LLC
Team
Firm-wide stats for Ascentis Asset Management, LLC
About
Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors rather than directly managing underlying client accounts. The firm delivers model portfolios and implementation guidance to primary advisers and Platforms, with arrangements that can be discretionary or non‑discretionary depending on each sub‑advisory agreement.
Ascentis builds asset allocations and selects underlying investments using charting, fundamental, quantitative and technical analysis, and it can create custom models or sleeves based on parameters set by the primary adviser. Implementation generally occurs through third‑party Platforms and UMA programs, and Ascentis also develops Model Funds and Model Products that may be included in those model portfolios.
Notable features in the brochure include that Ascentis does not directly custody or manage client assets and instead receives advisory and model‑related compensation from primary advisers and a portion of Platform fees, and it discloses a fee‑sharing arrangement with a third party broker‑dealer. The firm also offers subscription signaling services, includes real estate funds and precious‑metal ETFs in its investable universe, and notes that some supervised persons are registered representatives of broker‑dealers—each of which the brochure highlights as potential conflicts to be considered.
Based on Ascentis Asset Management, LLC
Location
201 E Sandpointe Ave, Suite 460
South Coast Metro CA 92707
Advisors at this office
2
Advisors at this office
John N
Series 63, Series 65
South Coast Metro, CA
Ascentis Asset Management, LLC
John Nahas is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at multiple firms including LPL Financial and Golden State Wealth Management, where he is involved as Managing Director of Business Development. Nahas also serves as co-trustee of a family trust. Ascentis Asset Management provides sub-advisory services including portfolio modeling, model construction, and signaling to other investment advisers and UMA program sponsors. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and deliver custom model portfolios without directly managing client assets.
Patrick J
Series 66
South Coast Metro, CA
Ascentis Asset Management, LLC
Patrick Jeffs Catone is a financial advisor at Ascentis Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked with several firms including Redwood Investment Group, Golden State Wealth Management, and LPL Financial. Catone is involved in multiple investment advisory activities across various independent firms. Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction, and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors. The firm focuses on asset allocation and investment selection using charting, fundamental, quantitative, and technical analysis, delivering model portfolios and implementation guidance without directly managing client assets.
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