0001591587-24-000051.txt : 20240815 0001591587-24-000051.hdr.sgml : 20240815 20240815194440 ACCESSION NUMBER: 0001591587-24-000051 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240813 FILED AS OF DATE: 20240815 DATE AS OF CHANGE: 20240815 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Mehta Mukesh CENTRAL INDEX KEY: 0001782585 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-38980 FILM NUMBER: 241213844 MAIL ADDRESS: STREET 1: C/O ASSETMARK FINANCIAL HOLDINGS, INC. STREET 2: 1655 GRANT STREET, 10TH FLOOR CITY: CONCORD STATE: CA ZIP: 94520 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: AssetMark Financial Holdings, Inc. CENTRAL INDEX KEY: 0001591587 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] ORGANIZATION NAME: 02 Finance IRS NUMBER: 300774039 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1655 GRANT STREET, 10TH FLOOR CITY: CONCORD STATE: CA ZIP: 94520 BUSINESS PHONE: 800-664-5345 MAIL ADDRESS: STREET 1: 1655 GRANT STREET, 10TH FLOOR CITY: CONCORD STATE: CA ZIP: 94520 FORMER COMPANY: FORMER CONFORMED NAME: AqGen Liberty Management II, Inc. DATE OF NAME CHANGE: 20131108 4 1 wk-form4_1723765474.xml FORM 4 X0508 4 2024-08-13 0 0001591587 AssetMark Financial Holdings, Inc. AMK 0001782585 Mehta Mukesh C/O ASSETMARK FINANCIAL HOLDINGS, INC. 1655 GRANT STREET, 10TH FLOOR CONCORD CA 94520 0 1 0 0 EVP, Chief Information Officer 0 Common Stock 2024-08-13 4 G 0 262451 0 D 42340 D Common Stock 2024-08-13 4 G 0 262451 0 A 262451 I By Mehta Living Trust Shares transferred from the Reporting Person to the Mehta Living Trust, dated March 4, 2022. Represents shares acquired by the Mehta Living Trust, dated March 4, 2022. Shares are held by the Mehta Living Trust dated March 4, 2022, of which both the Reporting Person and his spouse are trustees. The Reporting Person did not sell any of the shares reported on this Form 4. /s/ Celeste Angelich, as Attorney-in-Fact, for Mukesh Mehta 2024-08-15