{
  "crd_number": 339904,
  "slug": "west-rim-ii-ugp-llc-lehi-ut-339904",
  "primary_business_name": "WEST RIM II UGP, LLC",
  "legal_name": "WEST RIM II UGP, LLC",
  "dbas": [],
  "city": "Lehi",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-08-14",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 1769620424.0,
  "raum_discretionary": 1769620424.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1769620424.0,
      "count": 23
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "UT"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/SORENSON-CAPITAL",
    "https://sorensoncapital.com",
    "https://twitter.com/SORENSONCAP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339904",
  "city_as_filed": "LEHI",
  "url": "https://advisorcensus.com/firm/west-rim-ii-ugp-llc-lehi-ut-339904",
  "display_name": "West RIM II UGP, LLC",
  "summary": "West RIM II UGP, LLC is an SEC-registered investment advisory firm in Lehi, UT, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. West RIM II UGP, LLC (CRD 339904): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is West RIM II UGP, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), West RIM II UGP, LLC 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."
    },
    {
      "q": "Where is West RIM II UGP, LLC located?",
      "a": "West RIM II UGP, LLC's principal office is in Lehi, UT, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is West RIM II UGP, LLC registered with the SEC or a state?",
      "a": "West RIM II UGP, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339904."
    },
    {
      "q": "How much does West RIM II UGP, LLC manage?",
      "a": "West RIM II UGP, LLC reports $1,769,620,424 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does West RIM II UGP, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23)."
    },
    {
      "q": "Does West RIM II UGP, LLC report any disciplinary disclosures?",
      "a": "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/339904"
    },
    {
      "q": "What changed in West RIM II UGP, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/west-rim-ii-ugp-llc-lehi-ut-339904.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1769620424.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339904",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}