SORTIS FUND MANAGER, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 315584
- Registered since
- January 19, 2022
- Website
- sortis.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sortis Fund Manager, LLC is a compact manager focused on pooled, private investment vehicles with a primary emphasis on real estate and private equity strategies. The firm operates as a limited liability company and serves institutional clients, providing portfolio management for funds rather than individual retail advisory accounts. Its business model combines a percentage-of-assets fee with performance-based fees, reflecting an alignment of compensation with fund performance. The firm describes itself as a multifaceted fund manager; its activities center on structuring and managing private funds and vehicles rather than acting as a broad capital allocator or multi-manager platform. Sortis is not positioned as an active ESG investor and does not operate as a pension consultant or related adviser. It is SEC-registered (2022) and lists ownership as a domestic entity and individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROBSON KUSTER
Chief Compliance OfficerCRD 6485115
Contacts
1 of 1ANTHONY BRENNEKE
FounderCRD 7981657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 240 SE 2nd Ave
- Time zone
- PT (UTC-8)
- Office locations
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