West Rim Capital Associates Ii, L.P.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 145085
· SEC file 801-68453
· Lehi, UT
· TWITTER.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 22
- Avg AUM / client
- $75.7M
- Accounts
- 22
- Employees
- 30
AUM over time
$310M
$2.1B
Mar 30, 2012
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $1.7B | 100.0% |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sorenson Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $329M | 59 |
| Sorenson Capital Partners Ii Continuation Vehicle A, Lp | Private Equity Fund | Delaware | $283M | 39 |
| Sorenson Capital Partners Iv, Lp | Private Equity Fund | Delaware | $234M | 90 |
| Sorenson Ventures, L.P. | Venture Capital Fund | Delaware | $199M | 52 |
| Sorenson Ventures Ii, Lp | Venture Capital Fund | Delaware | $152M | 95 |
| Sorenson Capital Partners Ii Continuation Vehicle B, Lp | Private Equity Fund | Delaware | $108M | 11 |
| Sorenson Capital Partners Iii B, L.P. | Private Equity Fund | Delaware | $78.4M | 15 |
| Sorenson Ventures Iii, L.P. | Venture Capital Fund | Delaware | $71.1M | 28 |
| Sorenson Capital Partners Iv B, Lp | Private Equity Fund | Delaware | $53.8M | 21 |
| Sorenson Ventures Opportunity Fund I, L.P. | Venture Capital Fund | Delaware | $44.4M | 2 |
| West Rim Capital Investment Partners Ii, Lp | Private Equity Fund | Delaware | $16.0M | 65 |
| Sorenson Capital Investment Partners Iii, L.P. | Private Equity Fund | Delaware | $10.3M | 55 |
| Sorenson Capital Partners Iv A, Lp | Private Equity Fund | Delaware | $8.9M | 10 |
| Sorenson Linksquares Spv Llc | Private Equity Fund | Delaware | $8.0M | 5 |
| Sorenson Capital Partners Iii A, L.P. | Private Equity Fund | Delaware | $7.6M | 15 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bullock, David, Fraser | Limited Partner/Managing Director | Sep 2007 (19y) | 10% – 25% | |
| Layton, Tim, Welker | Limited Partner/Managing Director | Sep 2007 (19y) | 10% – 25% | |
| Mika, Ronald, Paul | Limited Partner/Managing Director | Sep 2007 (19y) | 10% – 25% | |
| Rueckert, Robert, Joseph | Member/Manager | Sep 2007 (19y) | GP / trustee / elected manager of West Rim Capital Advisors, Llc (indirect) | |
| Sorenson, James, Luke | Limited Partner/Managing Director | Sep 2007 (19y) | 10% – 25% | |
| Ludwig, Mark, R. | Limited Partner/Managing Director | Jan 2013 (14y) | 10% – 25% | |
| Pierce, Larry, Thomas | Chief Compliance Officer, Chief Financial Officer | May 2020 (6y) | Less than 5% | |
| Broadbent, Brady, Reed | Member/Manager | Jan 2021 (6y) | GP / trustee / elected manager of West Rim Capital Advisors, Llc (indirect) | |
| Davis, Burke, Martin | Member/Manager | Jan 2021 (6y) | GP / trustee / elected manager of West Rim Capital Advisors, Llc (indirect) | |
| Elefant, Kenneth, Mark | Member/Manager | Jan 2021 (6y) | GP / trustee / elected manager of West Rim Capital Advisors, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| West Rim Capital Advisors, Llc | General Partner | Sep 2007 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sorenson Capital Partners Iii, L.P. | Private Equity Fund | $329M | $10.0M | 59 |
| Sorenson Capital Partners Ii Continuation Vehicle A, Lp | Private Equity Fund | $283M | $0 | 39 |
| Sorenson Capital Partners Iv, Lp | Private Equity Fund | $234M | $0 | 90 |
| Sorenson Ventures, L.P. | Venture Capital Fund | $199M | $0 | 52 |
| Sorenson Ventures Ii, Lp | Venture Capital Fund | $152M | $0 | 95 |
| Sorenson Capital Partners Ii Continuation Vehicle B, Lp | Private Equity Fund | $108M | $0 | 11 |
| Sorenson Capital Partners Iii B, L.P. | Private Equity Fund | $78.4M | $10.0M | 15 |
| Sorenson Ventures Iii, L.P. | Venture Capital Fund | $71.1M | $0 | 28 |
| Sorenson Capital Partners Iv B, Lp | Private Equity Fund | $53.8M | $0 | 21 |
| Sorenson Ventures Opportunity Fund I, L.P. | Venture Capital Fund | $44.4M | $10.0M | 2 |
| West Rim Capital Investment Partners Ii, Lp | Private Equity Fund | $16.0M | $10.0K | 65 |
| Sorenson Capital Investment Partners Iii, L.P. | Private Equity Fund | $10.3M | $10.0M | 55 |
| Sorenson Capital Partners Iv A, Lp | Private Equity Fund | $8.9M | $0 | 10 |
| Sorenson Linksquares Spv Llc | Private Equity Fund | $8.0M | $0 | 5 |
| Sorenson Capital Partners Iii A, L.P. | Private Equity Fund | $7.6M | $10.0M | 15 |
| Sorenson Ventures Investment Partners Ii, Lp | Venture Capital Fund | $6.4M | $0 | 25 |
| Sorenson Socure Spv Llc | Private Equity Fund | $5.8M | $0 | 10 |
| Sorenson Ventures Investment Partners, L.P. | Venture Capital Fund | $5.7M | $0 | 39 |
| Sorenson Ventures Ii A, Lp | Venture Capital Fund | $1.6M | $0 | 6 |
| Sorenson Capital Investment Partners Iv, Lp | Private Equity Fund | $724K | $0 | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 6.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗