West Rim II Ugp, LLC

Private equity with venture activitySEC-registered adviserRaisingClassification probable· Lehi, UtahSORENSONCAPITAL.COM

Sorenson Capital is an early and growth-stage venture capital firm that invests in product leaders in the cybersecurity and B2B software sectors.

In the firm's own words, from its website.

Reported fund assets
$1.8B
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
11
Latest vintage
2023
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

3 additional team members, 19 additional investments, funds and LPs, 11 events, 3 verified contacts (1 general firm email, 1 published business email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days.

People to know

View all people
  • Partner
    Why: Partner: part of the investment decision
    No route on file yet
  • Member/Manager
    Why: Named with investment responsibility
    No route on file yet
  • Member/Manager
    Why: Named with investment responsibility
    No route on file yet

Relationship network

31 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to West Rim II Ugp, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to West Rim II Ugp, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

4 companies on record, 0 new in 12 months

Investments on record

4 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Linksportfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website

Stated thesis versus observed behaviour

1 observed deals
Stated (the firm’s website)
Sectors
ai, enterprise software, deep tech, cybersecurity, b2b
Stages
seed, growth, early
Geography
global
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

12 current, 4 departed

Decision makers

who to call first, and why; then everyone else by function
  • Clear All · Partner
    Why this person: Partner: part of the investment decision; Named with investment responsibility
  • Brady Reed Broadbent · Member/Manager
    Why this person: Named with investment responsibility
  • Burke Martin Davis · Member/Manager
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

12 current, 4 departed

Contacts

1 general firm email, 1 published business email, 1 firm phone

1 general firm email, 1 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

22 vehicles, 0 LPs disclosed

Funds and vehicles

22 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Sorenson Ventures III, L.P.Fund2023 form d first saleActive deployment$193M
Sep 12, 2026
100$84.4M
of $150M
Mar 5, 2024
Sorenson Linksquares Spv LLCSPV or co-invest vehicle2022 form d first saleActive deployment$8.1M
Sep 12, 2026
5$8.0M
of $8.0M
Apr 1, 2022
Sorenson Ventures Investment Partners II, LPFund2022 adv first reportedActive deployment$6.7M
Sep 12, 2026
25unknownunknown

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

2 co-investors · on 3 other DFX graphs

Co-investors

2 counted from shared deals, for the whole firm
Across DFX and the capital chainon 3 other DFX graphs Show
Across DFX
Across the graphs

West Rim II Ugp, LLC is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Equity.

Independent Sponsors1RIA and Wealth1Private Equity1

DFX found 3 relationships across 3 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

16 dated events, 34 observations from 3 sources

Timeline

16 dated events
  1. Sep 12, 2026
    West Rim Capital Investment Partners II, LP first reported on Form ADV by West Rim II Ugp, LLC, GAV $5,241,344
    Fund first reported on Form ADVFundsFactWest Rim Capital Investment Partners II, LPForm ADV
  2. Sep 12, 2026
    Sorenson Ventures Investment Partners III, LP first reported on Form ADV by West Rim II Ugp, LLC, GAV $2,489,360
    Fund first reported on Form ADVFundsFactSorenson Ventures Investment Partners III, LPForm ADV
  3. Sep 12, 2026
    Sorenson Socure Spv LLC first reported on Form ADV by West Rim II Ugp, LLC, GAV $10,755,912
    Fund first reported on Form ADVFundsFactSorenson Socure Spv LLCForm ADV
  4. Sep 12, 2026
    Sorenson Linksquares Spv LLC first reported on Form ADV by West Rim II Ugp, LLC, GAV $8,072,536
    Fund first reported on Form ADVFundsFactSorenson Linksquares Spv LLCForm ADV
  5. Sep 12, 2026
    Sorenson Capital Partners Iv-B, LP first reported on Form ADV by West Rim II Ugp, LLC, GAV $77,565,756
    Fund first reported on Form ADVFundsFactSorenson Capital Partners Iv-B, LPForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Jul 16, 2026 · 23 private fundsShow
Headquarters
Lehi, UTadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 16, 2026
Private funds reported
23 (9 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$1.8Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.8Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
30

Classification history

Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 39% of 23 private funds

Evidence

43 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedJul 16, 2026FactForm ADV
SEC adviser typeRegistered investment adviserJul 16, 2026FactForm ADV
Latest Form ADV filing2026-07-16Jul 16, 2026FactForm ADV
Adv pdf loadedadv-pdf-1Sep 12, 2026FactForm ADV
SEC statusApprovedJul 16, 2026FactForm ADV
SEC status effective2026-08-14Jul 16, 2026FactForm ADV
Business phoneJul 16, 2026FactForm ADV
Contact page urlSep 30, 2026Fact
Contact page urlSep 16, 2026Fact
DescriptionSep 30, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 14, 2026Fact
Employees30Jul 16, 2026FactForm ADV
HeadquartersLehi, UTJul 16, 2026FactForm ADV
Office addressJul 16, 2026FactForm ADV
Self-described typeVenture capitalSep 30, 2026Fact
Self-described typeVenture capitalSep 16, 2026Fact
Self-described typeVenture capitalSep 14, 2026Fact
Legal formLimited Liability CompanyJul 16, 2026FactForm ADV
PE funds reported14Jul 16, 2026FactForm ADV
Portfolio pageSep 30, 2026Fact
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 14, 2026Fact
Private funds reported23Jul 16, 2026FactForm ADV
Private fund gross assets (reported)$1.8BJul 16, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$1.8BJul 16, 2026FactForm ADV
Stated geographyglobal
“geography words on the home page”
Sep 30, 2026Fact
Stated geographyglobal
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyglobal
“geography words on the home page”
Sep 14, 2026Fact
Stated sectorsAI, enterprise software, deep tech, cybersecurity, B2B
“sector words on the home page”
Sep 30, 2026Fact
Stated sectorsAI, enterprise software, deep tech, cybersecurity, B2B
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsAI, enterprise software, deep tech, cybersecurity, B2B
“sector words on the home page”
Sep 14, 2026Fact
Stated stagesSeed, growth, early
“stage words on the home page”
Sep 30, 2026Fact
Stated stagesSeed, growth, early
“stage words on the home page”
Sep 16, 2026Fact
Stated stagesSeed, growth, early
“stage words on the home page”
Sep 14, 2026Fact
Team pageSep 30, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 14, 2026Fact
Venture funds reported9Jul 16, 2026FactForm ADV
WebsiteJul 16, 2026FactForm ADV
Site titleSep 30, 2026Fact
Site titleSep 16, 2026Fact
Site titleSep 14, 2026Fact
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probable · 2 filing advisers share this firmShow
Importance
34
moderate
Active deployment
60
high
Emerging
0
low
Freshness
92
high
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 39% of 23 private funds

This firm files as 2 advisers on sorensoncapital.com: West Rim Capital Associates II, L.P.. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

The inputs behind each score
importance
gav: 0.54 · funds: 0.67 · people: 0.24 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 8 funds, $622M of $1.8B reported · co investors: 0.12
active deployment
investments 12m: 0 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 22 · reported gav: $1.8B · first adv filing: 2026-08-14 · years since first filing: 0.1

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 identity change, 1 dated event on the change ledger, latest event first
  • Grouped with firm
    2026-09-12
  • Adviser's first ADV filing
    2026-08-14source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.