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Limited Partner/managing Director · West RIM Capital Associates II, L.P.

James L. Sorenson

CRD 5418604 · Named on Form ADV at one SEC-registered adviser

At a glance

West RIM Capital Associates II, L.P., an SEC-registered private fund adviser based in Lehi, UT with $1.7 billion in regulatory assets, lists James L. Sorenson on its Form ADV as Limited Partner/managing Director, a control person.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David F. BullockLimited Partner/managing Director, West RIM Capital Associates II, L.P.
  • Tim W. LaytonLimited Partner/managing Director, West RIM Capital Associates II, L.P.
  • Ronald P. MikaLimited Partner/managing Director, West RIM Capital Associates II, L.P.
  • Mark R. LudwigLimited Partner/managing Director, West RIM Capital Associates II, L.P.
  • Larry T. PierceChief Compliance Officer, Chief Financial Officer, West RIM Capital Associates II, L.P.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.