Overview
Ownership
Ascentris, LLC, a Delaware limited liability company, was organized in 2010. Ascentris is primarily owned
and controlled by Gabe L. Finke, CEO of Ascentris.
Nature of Investments; Types of Advisory Services
Ascentris’ real estate-related investment advisory services primarily include the acquisition, management,
development, improvement, leasing and disposition of office, multifamily, retail and industrial properties
in select markets throughout the United States. Ascentris provides real estate-related investment advisory
services to institutional investors that invest in real estate, typically through a private fund organized as a
limited liability company or limited partnership (the “Client”). Ascentris typically serves as asset manager
of the Client.
On behalf of Clients, Ascentris offers to:
• Originate and recommend real estate opportunities;
• Structure and negotiate real estate investment acquisitions;
• Identify and arrange sources of capital and other financing for real estate investments;
• Monitor and evaluate real estate investments, including development projects;
• Recommend the manner and timing of dispositions of real estate investments;
• Structure and negotiate real estate investment dispositions;
• Supervise the preparation and review of all documents required in connection with the acquisition,
disposition or financing of real estate investments; and
• Provide other real estate-related services.
Ascentris provides investment advice on the strategy and restrictions (if any) set forth in the applicable
Client’s offering memorandum, governing documents and subscription agreements, as the case may be.
Investment advice is provided directly to the Client by Ascentris, typically through a subsidiary created by
Ascentris to serve as General Partner or Manager of the Client, and not individually to the limited partners
or members. Ascentris may add to or change investment strategies over time at its sole discretion, within
the parameters of the applicable Client’s governing documents. For example, Ascentris may agree to
impose restrictions on certain types of real estate assets held by a Client or the amount of debt that a Client
could incur to develop a real estate project.
Assets Under Management
As of December 31, 2023, Ascentris managed Ascentris Clients with $3,087,523,564 in gross assets on a
discretionary basis. Ascentris does not manage any client assets on a non-discretionary basis.
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