firm profile
West Rim Capital Associates II, L.P.
Overview
West Rim Capital Associates II, L.P. is an SEC registered investment adviser based in Lehi, UT, registered since 2007. It reports $1.7B in assets under management across 22 accounts, with 30 employees.
- Reported AUM
- $1.7B
- Discretionary
- 100%
- Accounts
- 22
- Average account
- $75.7M
- Employees
- 30
- Registered since
- 2007
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 6
- David Fraser Bullock Limited Partner, Managing Director CRD 4624233
- James Luke Sorenson Limited Partner, Managing Director CRD 5418604
- Mark R Ludwig Limited Partner, Managing Director CRD 6224404
3 more executive officers, with direct contact details
Location
- Headquarters
- 2801 N Thanksgiving Way Ste 200
Lehi, UT 84048 - County
- Utah
- Metro area
- Provo-Orem, UT
- Region
- West
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: sorensoncapital.com
Every state, with registration dates
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