ASSETMARK FINANCIAL HOLDINGS, INC.
ASSETMARK FINANCIAL HOLDINGS, INC. is a Public Limited Company registered in United States under 4814655, and its current status with California Secretary of State — bizfile Online is active. The company was incorporated on 23 November 2021 and lists its registered address as CONCORD, United States. 5 shareholders are on record for ASSETMARK FINANCIAL HOLDINGS, INC., and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from California Secretary of State — bizfile Online and was last updated on 3 October 2026.
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Shareholders
5
Five shareholders are currently on record for ASSETMARK FINANCIAL HOLDINGS, INC., reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.
The largest of these is JP Morgan Chase & Company, holding 11.9% — the largest recorded stake — followed by Smallcap World Fund at 9.9%; the remaining 3 shareholders shown hold smaller stakes.
The register reports 20 shareholders in total, though only the top 5 by holding are shown in this view.
Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| JP Morgan Chase & Company | 11.9% | California Secretary of State — bizfile Online | |
| Smallcap World Fund | 9.9% | California Secretary of State — bizfile Online | |
| Vanguard Group Inc | 8.4% | California Secretary of State — bizfile Online | |
| T. Rowe Price Investment Management, Inc. | 8.1% | California Secretary of State — bizfile Online | |
| Blackrock Inc. | 7.1% | California Secretary of State — bizfile Online |
Officers
5
The Executive Vp & Chief Information Officer of ASSETMARK FINANCIAL HOLDINGS, INC. currently on record is Mukesh Kantilal Mehta; five officers are currently on record for ASSETMARK FINANCIAL HOLDINGS, INC., filed with California Secretary of State — bizfile Online.
The register reports 15 officers in total, including past appointments, though only the 5 most relevant records are shown here.
Management authority at ASSETMARK FINANCIAL HOLDINGS, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
Group Structure
ASSETMARK FINANCIAL HOLDINGS, INC. sits 1 level below its ultimate parent, Gtcr Golder Rauner, L.L.C., registered in United States. 7 subsidiaries are recorded beneath it, across 3 jurisdictions. The full chain up to Gtcr Golder Rauner, L.L.C. is derived by walking shareholder filings across jurisdictions; no link in it is independently corroborated by ASSETMARK FINANCIAL HOLDINGS, INC.'s own shareholder record. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.
Those 7 subsidiaries span United States, Australia, United Kingdom jurisdictions, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Two of the 7 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Gtcr Golder Rauner, L.L.C.
United States
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Frequently Asked Questions
Who owns ASSETMARK FINANCIAL HOLDINGS, INC.?
Five shareholders are currently on record for ASSETMARK FINANCIAL HOLDINGS, INC., reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is JP Morgan Chase & Company, holding 11.9% — the largest recorded stake — followed by Smallcap World Fund at 9.9%; the remaining 3 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is ASSETMARK FINANCIAL HOLDINGS, INC.'s UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for ASSETMARK FINANCIAL HOLDINGS, INC. is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does ASSETMARK FINANCIAL HOLDINGS, INC. have on record?
5 shareholders are shown on record for ASSETMARK FINANCIAL HOLDINGS, INC.. The register reports 20 in total; only the top 5 by holding are shown here.
What is ASSETMARK FINANCIAL HOLDINGS, INC.'s company registration number?
ASSETMARK FINANCIAL HOLDINGS, INC.'s registration number is 4814655, filed with California Secretary of State — bizfile Online in United States. Its current status on the register is active.
Is ASSETMARK FINANCIAL HOLDINGS, INC. still an active company?
ASSETMARK FINANCIAL HOLDINGS, INC.'s status on California Secretary of State — bizfile Online is listed as active.
When was ASSETMARK FINANCIAL HOLDINGS, INC. incorporated?
ASSETMARK FINANCIAL HOLDINGS, INC. was incorporated on 23 November 2021, according to California Secretary of State — bizfile Online.
What is ASSETMARK FINANCIAL HOLDINGS, INC.'s registered address?
The registered address on file for ASSETMARK FINANCIAL HOLDINGS, INC. is CONCORD, United States.
What legal structure is ASSETMARK FINANCIAL HOLDINGS, INC. registered as?
ASSETMARK FINANCIAL HOLDINGS, INC. is registered as a Public Limited Company in United States.
Who are the officers/directors of ASSETMARK FINANCIAL HOLDINGS, INC.?
The Executive Vp & Chief Information Officer of ASSETMARK FINANCIAL HOLDINGS, INC. currently on record is Mukesh Kantilal Mehta; five officers are currently on record for ASSETMARK FINANCIAL HOLDINGS, INC., filed with California Secretary of State — bizfile Online. Management authority at ASSETMARK FINANCIAL HOLDINGS, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Does ASSETMARK FINANCIAL HOLDINGS, INC. have a parent company or subsidiaries?
ASSETMARK FINANCIAL HOLDINGS, INC. sits 1 level below its ultimate parent, Gtcr Golder Rauner, L.L.C., registered in United States. 7 subsidiaries are recorded beneath it, across 3 jurisdictions. Those 7 subsidiaries span United States, Australia, United Kingdom jurisdictions, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Two of the 7 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Can Zavia monitor changes to ASSETMARK FINANCIAL HOLDINGS, INC.'s ownership over time?
This profile reflects a point-in-time snapshot from California Secretary of State — bizfile Online. Zavia's monitoring API can track changes to ASSETMARK FINANCIAL HOLDINGS, INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access ASSETMARK FINANCIAL HOLDINGS, INC.'s data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like ASSETMARK FINANCIAL HOLDINGS, INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from California Secretary of State — bizfile Online and was last synced on 3 October 2026.