West Rim II Ugp, LLC
CRD 339904SEC# 801-137106Lehi, UT
No longer SEC-registered. West Rim II Ugp, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #2,326 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.77B
Fund GAV
$1.77B
Private funds
23
Employees
30
Accounts
23
Location
Lehi, UT
West Rim II Ugp, LLC assets under management
West Rim II Ugp, LLC is an SEC-registered investment adviser based in Lehi, UT. It reports $1.8 billion in regulatory assets under management and employs 30 people. West Rim II Ugp, LLC manages 23 private funds with combined gross assets of $1.8 billion, including Sorenson Capital Partners IV, LP. By regulatory assets, it ranks 2,326 of 6,030 private fund managers.
West Rim II Ugp, LLC private funds
23 funds · $1.77B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sorenson Capital Partners IV, LP | Private Equity | $338.1M | — |
| Sorenson Capital Partners III, L.P. | Private Equity | $309.7M | $10M |
| Sorenson Capital Partners II Continuation Vehicle a, LP | Private Equity | $207M | — |
| Sorenson Ventures III, L.P. | Venture Capital | $192.6M | — |
| Sorenson Ventures, L.P. | Venture Capital | $170.5M | — |
| Sorenson Ventures II, LP | Venture Capital | $150.2M | — |
| Sorenson Capital Partners II Continuation Vehicle B, LP | Private Equity | $79.3M | — |
| Sorenson Capital Partners Iv-B, LP | Private Equity | $77.6M | — |
| Sorenson Capital Partners Iii-B, L.P. | Private Equity | $73.7M | $10M |
| Sorenson Capital Partners V, LP | Private Equity | $61M | — |
See all 23 funds — unlock the full record.
Join to unlock · $37/moWest Rim II Ugp, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brady Reed Broadbent Control | Member/Manager | 25-50% | 2023 |
| Burke Martin Davis Control | Member/Manager | 25-50% | 2023 |
| Kenneth Mark Elefant Control | Member/Manager | 25-50% | 2023 |
| Larry Thomas Pierce Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2023 |
| Robert Joseph Rueckert Control | Member/Manager | 25-50% | 2023 |
Frequently asked questions
How much does West Rim II Ugp, LLC manage?
West Rim II Ugp, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many private funds does West Rim II Ugp, LLC manage?
West Rim II Ugp, LLC manages 23 private funds with combined gross assets of $1.8 billion.
How many employees does West Rim II Ugp, LLC have?
West Rim II Ugp, LLC reports 30 employees.
Where is West Rim II Ugp, LLC located?
West Rim II Ugp, LLC is based in Lehi, UT.
Does West Rim II Ugp, LLC disclose fund performance?
West Rim II Ugp, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2801 North Thanksgiving Way, Suite 200, Lehi, UT 84048 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,306 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,030 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$1.77Bregulatory AUM
Discretionary $1.77B
Fund type mix
Private Equity14
Venture Capital9
Service providers
Auditor
Custodian
Administrator