# West RIM Capital Associates II, L.P.

> West RIM Capital Associates II, L.P. is an SEC-registered investment advisory firm in Lehi, UT, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 145085
- Filed as: WEST RIM CAPITAL ASSOCIATES II, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145085
- AdvisorCensus page: https://advisorcensus.com/firm/west-rim-capital-associates-ii-l-p-lehi-ut-145085

## Quick answers

**How is West RIM Capital Associates II, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), West RIM Capital Associates II, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is West RIM Capital Associates II, L.P. located?**
West RIM Capital Associates II, L.P.'s principal office is in Lehi, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is West RIM Capital Associates II, L.P. registered with the SEC or a state?**
West RIM Capital Associates II, L.P. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145085.

**How much does West RIM Capital Associates II, L.P. manage?**
West RIM Capital Associates II, L.P. reports $1,664,430,315 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have West RIM Capital Associates II, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for West RIM Capital Associates II, L.P.: Regulatory assets under management: $1,236,225,235 in the October 2021 data and $1,664,430,315 in the October 2026 data, up 35%. Total employees: 25 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does West RIM Capital Associates II, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does West RIM Capital Associates II, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145085

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,664,430,315
- Discretionary: $1,664,430,315
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $1,664,430,315 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 30 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palo Alto, CA

### Websites listed on Form ADV (Item 1.I)
- [sorensoncapital.com](https://sorensoncapital.com)
- LinkedIn @SORENSON-CAPITAL
- X @SORENSONCAP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,236,225,235 | 25 | March 31, 2021 |
| October 2022 | $2,101,296,976 | 28 | March 30, 2022 |
| October 2023 | $1,788,465,610 | 29 | March 30, 2023 |
| October 2024 | $1,623,718,883 | 29 | March 28, 2024 |
| October 2025 | $1,606,037,155 | 33 | March 31, 2025 |
| October 2026 | $1,664,430,315 | 30 | March 30, 2026 |

Regulatory assets under management: $1,236,225,235 in the October 2021 data and $1,664,430,315 in the October 2026 data, up 35%.
Total employees: 25 in October 2021 and 30 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West RIM Capital Associates II, L.P. (CRD 145085): Form ADV filing data as of October 2026.