WEST RIM CAPITAL ASSOCIATES II, L.P.
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 145085
- Registered since
- October 18, 2007
- Website
- www.sorensoncapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
West Rim Capital Associates II, L.P. is a limited partnership that operates as a pooled-vehicle manager focused on private markets. The firm is structured to advise and sponsor private investment vehicles, acting in capacities typical of a general partner and fund sponsor. Its client base is institutional, and its fee model combines a percentage of assets under management with performance-based fees. West Rim’s registered activity centers on portfolio management for pooled investment vehicles rather than retail advisory. Investment activity is concentrated in private equity and venture capital strategies. The firm does report limited public equity exposure, but its primary allocation and operational focus is on managing and sponsoring private funds. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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 1Larry Pierce
Chief Compliance Officer / Chief Financial OfficerCRD 7257985
Contacts
3 of 5TIM LAYTON
ManagerCRD 5418595
RONALD MIKA
Managing Director & PartnerCRD 4624235
MARK LUDWIG
PartnerCRD 6224404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 2801 N Thanksgiving Way
- Time zone
- MT (UTC-7)
- Office locations
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