West Rim II Ugp, LLC: new SEC registration, $1,770M AUM, Lehi, UT
West Rim II Ugp, LLC (Lehi, Utah): new SEC registration, $1,770M AUM, Lehi, UT. Its amount of 1,770 is top-decile (96th percentile of 1,149 records). Dated 82 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,770 · 96th percentile of 1,149 NewRiaPulse records · 13.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | West Rim II Ugp, LLC |
| Legal name | West Rim II Ugp, LLC |
| CRD | 339904 |
| Status | Approved |
| Registered with the SEC | 2026-08-14 |
| Latest Form ADV filing | 2026-07-16 |
| Location | Lehi, UT, United States |
| Regulatory AUM | $1,769,620,424 |
| Accounts | 23 |
| Employees | 30 |
| Website | HTTP://WWW.SORENSONCAPITAL.COM |
| amount percentile | 96th of 1,149 (median 134, 13.2x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch West Rim II Ugp, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of UT records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock West Rim II Ugp + all 19 UT records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (UT first): Tanara Wealth Management LLC · Olympus Peaks Financial, LLC · Heaton Financial, Pc · Larson Williams Wealth Advisors, LLC · Veritas Wealth Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: West Rim II Ugp, LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- West Rim II Ugp, LLC's amount: 96th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $1,770M under management.
- Website on file.
What is the NewRiaPulse record for West Rim II Ugp, LLC in Lehi, Utah?
West Rim II Ugp, LLC received SEC registration as an investment adviser (2026-08-14) with $1,769,620,424 in regulatory assets under management, based in Lehi, UT.
How does West Rim II Ugp, LLC compare to other Utah NewRiaPulse records?
This is a top-decile record: its amount of 1,770 is 13.2x the median of 134 across 1,149 records. It is 82 days old; check the official source for later updates before acting.
West Rim II Ugp, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| West Rim II Ugp, LLC | Lehi, UT | 1,770 | 96th | 2026-08-14 |
| Collaborative Fund Management LLC | New York, NY | 1,844 | 96th | 2026-09-25 |
| Access Ventures | New York, NY | 1,879 | 96th | 2026-08-06 |
| Clarity Investment Management INC. | Vancouver | 1,943 | 96th | 2026-07-23 |
Related records
- Collaborative Fund Management LLC
- Beacon Coast Partners, LLC
- Covalis Capital LLP
- Quaero Capital Sa
- Covalis (Gibraltar) Limited
- Corrum Capital Management LLC
- Aquamarine Financial (Cayman) LTD
- Wndrco Capital Management LLC
- Invision Management, INC.
- Access Ventures
- Clarity Investment Management INC.
- Drive Capital LLC
NewRiaPulse: $1B-$10B NewRiaPulse: records in Utah NewRiaPulse: Approved
Cross-dataset signals in Utah
More Utah public-record feeds
New MSHA Citations at Mines & Quarries by State in Utah CMS HAC Reduction & Readmissions Penalties by Hospital in Utah New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Utah New, Terminating & Large 401(k) Plans from Form 5500 Filings in Utah Federal Alcohol Permit Holder Directory in Utah Excluded Health Care Business Search (OIG LEIE) in Utah FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Utah New IPO Filings (SEC S-1 & F-1) by Industry & State in Utah
How to monitor West Rim II Ugp, LLC and peer approved records
Get new NewRiaPulse records like West Rim II Ugp, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.