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Sonoran Investment Advisors
Mark Sober's Sonoran Investment Advisors uses permanent capital to buy and hold lower-middle-market operating companies from Scottsdale.
Sonoran Investment Advisors
Sonoran Investment Advisors, LLC is an SEC-registered investment adviser in Scottsdale, AZ. It has one employee and one investment adviser. The firm is based in Arizona.
General information
Firm type
Single Family Office
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Mark Sober
Founder and Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Sonoran Investment Advisors?
Founder and Managing Partner Mark Sober leads all investment decisions. He often takes a direct board or CEO role at acquired companies, making Sonoran an operator-led rather than committee-led investment office.
Does Sonoran invest in funds or only direct deals?
Sonoran invests exclusively in direct-control buyouts of private operating companies. The firm does not make fund commitments or participate as a limited partner in third-party vehicles. Its structure is closer to a holding company than a fund-of-funds.
How long does Sonoran typically hold its investments?
Sonoran operates with a permanent-capital mandate. It does not raise outside funds or operate on a fixed investment period, so it can hold portfolio companies indefinitely. No public exit has been recorded since the firm's founding.
What size companies does Sonoran target?
Sonoran pursues lower-middle-market companies with established profitability. While specific revenue or EBITDA thresholds are not publicly disclosed, the firm avoids venture-stage businesses and seeks companies with proven cash flows and recurring revenue models.
Which sectors does Sonoran explicitly avoid?
Sonoran has not publicly issued a formal exclusion list. Its observed deal pattern avoids venture-stage technology, biotech, and speculative real estate development. The firm has concentrated on essential-service industries with government or recurring commercial revenue.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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