# West RIM II UGP, LLC

> 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.

- CRD: 339904
- Filed as: WEST RIM II UGP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339904
- AdvisorCensus page: https://advisorcensus.com/firm/west-rim-ii-ugp-llc-lehi-ut-339904

## Quick answers

**How is West RIM II UGP, LLC compensated?**
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.

**Where is West RIM II UGP, LLC located?**
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).

**Is West RIM II UGP, LLC registered with the SEC or a state?**
West RIM II UGP, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339904.

**How much does West RIM II UGP, LLC manage?**
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).

**What types of clients does West RIM II UGP, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23).

**Does West RIM II UGP, LLC 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/339904

**What changed in West RIM II UGP, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## 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: $1,769,620,424
- Discretionary: $1,769,620,424
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $1,769,620,424 |

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

### Firm details
- Registered since: 2026 (0 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 August 2026 filing
- Palo Alto, CA

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

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West RIM II UGP, LLC (CRD 339904): Form ADV filing data as of October 2026.