SORENSON PARTNERS, LLC
CRD #124768 SEC #801-61780 LEHI, UT 801-407-8407
SEC Registered
Total AUM
$193.9M
Discretionary
$193.9M
Employees
--
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNN, BRIAN, E | I | CFO | NA | Control |
| TILLERY, DONNA, BASINET | I | CHIEF COMPLIANCE OFFICER | NA | |
| TILLERY, DONNA, BASINET | I | CHIEF COMPLIANCE OFFICER | NA | |
| TILLERY, DONNA, BASINET | I | CHIEF COMPLIANCE OFFICER | NA | |
| TILLERY, DONNA, BASINET | I | CHIEF COMPLIANCE OFFICER | NA | |
| TILLERY, DONNA, BASINET | I | CHIEF COMPLIANCE OFFICER | NA | |
| TILLERY, DONNA, BASINET | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| WEST RIM CAPITAL, LLC | DE | MEMBER | E | Control |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A | |
| SORENSON VENTURE MANAGEMENT LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| CROCKER, GARY, LAMAR | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| SORENSON, JAMES, LEE | I | SORENSON VENTURE MANAGEMENT, LLC | D | |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| BULLOCK, DAVID, FRASER | I | WEST RIM CAPITAL, LLC | C | Control |
| LAWSON, RICHARD, FRANKLIN | I | WEST RIM CAPITAL, LLC | C | Control |
| LAWSON, RICHARD, FRANKLIN | I | WEST RIM CAPITAL, LLC | C | Control |
| LAWSON, RICHARD, FRANKLIN | I | WEST RIM CAPITAL, LLC | C | Control |
| LAWSON, RICHARD, FRANKLIN | I | WEST RIM CAPITAL, LLC | C | Control |
| LAWSON, RICHARD, FRANKLIN | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| MIKA, RONALD, PAUL | I | WEST RIM CAPITAL, LLC | C | Control |
| YOUNG, JON, STEVEN | I | WEST RIM CAPITAL, LLC | C | Control |
| YOUNG, JON, STEVEN | I | WEST RIM CAPITAL, LLC | C | Control |
| YOUNG, JON, STEVEN | I | WEST RIM CAPITAL, LLC | C | Control |
| YOUNG, JON, STEVEN | I | WEST RIM CAPITAL, LLC | C | Control |
| YOUNG, JON, STEVEN | I | WEST RIM CAPITAL, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (1)
UT
Address
3098 W. EXECUTIVE PARKWAYSUITE 200
LEHI, UT 84043
United States
Phone: 801-407-8407