SORENSON IMPACT ADVISORY, LLC
Legal name: SORENSON IMPACT ADVISORY
CRD #324124 SEC #801-127087 SALT LAKE CITY, UT 801-877-0915
SEC Registered
Total AUM
$232.8M
Discretionary
$203.5M
Employees
5
Clients
--
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORALES, ANDREW, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Sercu, Lauren, Jane | I | PARTNER, CIO, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Sercu, Lauren, Jane | I | PARTNER, CIO, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Sercu, Lauren, Jane | I | PARTNER AND CIO | NA | Control |
| Sercu, Lauren, Jane | I | PARTNER AND CIO | NA | Control |
| Sercu, Lauren, Jane | I | PARTNER, CIO, AND CCO | NA | Control |
| Sercu, Lauren, Jane | I | PARTNER AND CIO | NA | Control |
| TORONTO, MARCELLA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TORONTO, MARCELLA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SORENSON IMPACT FUNDS, LLC | DE | OWNER AND MANAGING MEMBER | E | Control |
| SORENSON IMPACT FUNDS, LLC | DE | OWNER AND MANAGING MEMBER | E | Control |
| SORENSON IMPACT FUNDS, LLC | DE | OWNER AND MANAGING MEMBER | E | Control |
| SORENSON IMPACT FUNDS, LLC | DE | OWNER AND MANAGING MEMBER | E | Control |
| SORENSON IMPACT FUNDS, LLC | DE | OWNER AND MANAGING MEMBER | E | Control |
| SORENSON IMPACT FUNDS, LLC | DE | OWNER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (1)
UT
Address
6330 S 3000 E - SUITE 630SALT LAKE CITY, UT 84121
United States
Phone: 801-877-0915