SORENSON IMPACT ADVISORY

Overview

Sorenson Impact Advisory operates as a limited liability company that functions as a capital allocator for both high-net-worth individuals/families and institutional investors. The firm is SEC-registered (2023) and charges fees on a percentage-of-assets-under-management basis. Its advisory footprint centers on portfolio management for individuals, small businesses, and institutional clients, and it also acts as a selector of third‑party advisers and managers. Investment activity shows a clear tilt toward private investment vehicles: private funds represent the firm’s largest single asset class. Sorenson Impact Advisory is identified as an active ESG investor, and that focus appears woven into how it evaluates and allocates capital across public and private strategies. The firm is not multi-state registered and is not listed as a newly formed adviser despite its recent SEC registration.

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Investments & Alternatives

Location & Offices