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Portfolio Manager and Partner · Sora Investors

Samir Shah

CRD 5099716 · Named on Form ADV at one SEC-registered adviser

At a glance

Sora Investors, an SEC-registered private fund adviser based in Bryn Mawr, PA with $2.6 billion in regulatory assets, lists Samir Shah on its Form ADV as Portfolio Manager and Partner.

Firms and roles

  • Sora InvestorsPortfolio Manager and PartnerPrivate fund adviser · Bryn Mawr, PA · $2.6B in regulatory assets

AtlasMembers

Samir’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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