otherRIA · CRD 324124SEC-Registered

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Sorenson Impact Advisory

SORENSON IMPACT ADVISORY is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2023. The firm manages $255 million in assets, with...

Sorenson Impact Advisory

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

General information

Firm type

other

Frequently asked questions

What investment stages does Sorenson Impact Advisory typically target?

The advisory covers multiple stages, including venture capital, private equity, and fixed income — but only through client mandates. It does not operate a fund vehicle itself. Its focus is on impact measurement and alignment across stages, from early-stage companies to mature infrastructure (per the firm's impact-investing positioning).

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