| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sorenson Capital Partners III, L.P. | Private Equity | $341.7M | $10M |
| Sorenson Capital Partners IV, LP | Private Equity | $268M | — |
| Sorenson Ventures, L.P. | Venture Capital | $197M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Fraser Bullock Control | Limited Partner/Managing Director | 10-25% | 2007 |
| James Luke Sorenson Control | Limited Partner/Managing Director | 10-25% | 2007 |
| Larry Thomas Pierce Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2020 |
West Rim Capital Associates II, L.P. reports $1.6 billion in regulatory assets under management on its Form ADV.
West Rim Capital Associates II, L.P. manages 22 private funds with combined gross assets of $1.6 billion.
West Rim Capital Associates II, L.P. reports 33 employees.
West Rim Capital Associates II, L.P. is based in Lehi, UT and has been SEC-registered since 2007.
West Rim Capital Associates II, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2801 North Thanksgiving Way, Suite 200, Lehi, UT 84043 |
| Phone | 801-407-8400 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.61B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.61B |