Asset Manager

Updated:

Sorenson Impact

Sorenson Impact is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2023. It manages $255 million in assets, with $217 million on a...

Sorenson Impact logo

Sorenson Impact

Sorenson Impact is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2023. It manages $255 million in assets, with $217 million on a discretionary basis. The firm has 5 employees and 2 investment advisers.

General information

Firm type

Generalist

Year founded

2013

Location

Region

North America

Country

United States

City

Salt Lake City

Corporate office

Salt Lake City, UT, United States

Principals

James Lee Sorenson

Founder

Jeremy Keele

Business Partner

Sector focus

Enterprise SoftwareFinTechPropTechEnergy Transition & RenewablesReal Estate

Frequently asked questions

How does Sorenson Impact relate to the Sorenson Impact Foundation and the University of Utah institute?

Sorenson Impact operates alongside two affiliated but legally distinct entities: the Sorenson Impact Foundation, a philanthropic grantmaker and program-related investment vehicle, and the Sorenson Impact Institute at the University of Utah's David Eccles School of Business. The foundation deploys charitable capital, while the institute provides academic research, policy work, and student-led deal teams. The investment platform itself pursues market-rate returns, though its deal flow and talent pipeline benefit from proximity to both entities.

What is the underlying source of wealth for the Sorenson family enterprise?

The Sorenson family wealth originates from the Sorenson Companies, a group of businesses founded by James LeVoy Sorenson in medical devices, communications technology, and real estate. Key assets historically included Sorenson Medical, which developed the disposable surgical mask and other medical products, and Sorenson Communications, a provider of video relay services for the deaf and hard-of-hearing. James Lee Sorenson, the founder of Sorenson Impact, is the son of James LeVoy Sorenson and has built his investment platform on capital generated through these enterprises.

Profile maintained by 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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