The SORENSON IMPACT ADVISORY is a privately held investment adviser that advises $263.86mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SORENSON IMPACT ADVISORY is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 65.52% over the last 3-years.
The Group has been registered with the SEC for 3.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6330 S 3000 E - SUITE 630, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees increased by 25% over the last 3-years.
Their $263.86mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of Charitable Organizations clients own $211.95mn or 80.33% of Total Assets and High Net Worth Individuals own $43.18mn or 16.37% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SORENSON IMPACT ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.