Sorenson Impact
Sorenson Impact Group is a Salt Lake City-based impact investing platform with four branches - Funds, Advisory (SEC-registered), Foundation, and Institute - serving high-net-worth families, institutional investors, and impact fund managers across 90+ countries.
- Company typePrivate
- Founded2012
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Sorenson Impact does
Sorenson Impact Group is a Salt Lake City-based, privately held multidisciplinary investment platform founded in 2012 by Jim and Krista Sorenson. The group organizes its activities around four branches: Sorenson Impact Funds, which partners with expert fund managers in underserved sectors and provides wrap-around management, fundraising, and administrative support; Sorenson Impact Advisory, an SEC-registered investment advisory firm (Sorenson Impact Advisory, LLC) that is one of the only SEC-registered advisors dedicated 100% to impact investing and serves high-net-worth families and institutional clients across the philanthropic, catalytic, and market-rate return spectrum; Sorenson Impact Foundation, a charitable foundation that was one of the first in the U.S. to move 100% of its assets into mission-aligned investments and deploys grants, program-related investments, and mission-related investments; and the Sorenson Impact Institute, a research and academic hub housed at the Impact & Prosperity Epicenter at the University of Utah David Eccles School of Business that develops field-building tools such as the Impact Authenticity Score (IAS) and the Impact Measurement and Management Framework, and operates the student-run University Venture Fund II.
The platform's revenue model rests on SEC-regulated investment advisory fees (recurring, typically AUM-based), fund management and administrative service fees on sub-brand funds such as Catalyst Opportunity Funds and Enable Ventures, and philanthropic/mission-related investment returns through the Foundation. Go-to-market is primarily direct enterprise field sales to institutional investors, families, and fund manager partners, supplemented by thought leadership content, the SOCAP Global conference platform (where Sorenson Impact's Robert Munson serves as President), and academic channels through the University of Utah. Customer segments split between HNW families and individuals, institutional investors, impact fund managers, scalable impact enterprises across more than 110 countries, and students/next-generation impact leaders.
Sorenson Impact reports cumulative platform-level impact metrics of 1.7B lives impacted, $1B+ in capital deployed, 600+ student interns, and operations in 90+ countries, with leadership across the four branches held by Chad Salvadore (CEO, Sorenson Impact Group), Luke Sorenson (Co-Founder and CEO), Jim Sorenson (Founder & Chairman), Lauren Sercu (Founder and Managing Partner, Advisory), Katie Macc (CEO, Institute), and Lindsay Zizumbo (Executive Director, Foundation). The organization is founder/family-controlled with no disclosed external institutional or private equity ownership.
Sorenson Impact firmographics
Firmographics- Name
- Sorenson Impact
- Legal name
- Sorenson Impact Advisory, LLC
- Website
- https://sorensonimpact.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sorenson Impact Group is a Salt Lake City-based impact investing platform with four branches - Funds, Advisory (SEC-registered), Foundation, and Institute - serving high-net-worth families, institutional investors, and impact fund managers across 90+ countries.
- Ownership category
- akta.pro rank
Sorenson Impact industry classification
Industry- Product category
- Impact Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Grantmaking Foundations (813211)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Impact / ESG Venture Capital (FSANAAAG)
- akta.pro secondary industries
- Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA), Private Banking Philanthropy & Impact Advisory (FSABADAJ)
Keywords
Where Sorenson Impact is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sorenson Impact business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Sorenson Impact Advisory is an SEC-registered investment advisory firm that generates revenue through fees for investment advisory services, building portfolios that target market-rate returns while pursuing clearly defined impact outcomes for families and institutions.
- Fund Management and Administrative Services: Sorenson Impact Funds provides wrap-around support services to fund managers including management expertise, strategic fundraising support, and administrative assistance, likely generating revenue through management fees or service arrangements.
- Philanthropic and Mission-Related Investment Returns: The Foundation deploys capital across grants, program-related investments, and mission-related investments with variable risk and return-seeking objectives. The Foundation was one of the first in the U.S. to move 100% of its assets into mission-aligned investments.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
Sorenson Impact product offering
Product offeringCore offering
Sorenson Impact Group is a multidisciplinary investment platform operating through four branches: Sorenson Impact Funds (which partners with expert fund managers targeting overlooked sectors and provides wrap-around management, fundraising, and administrative support), Sorenson Impact Advisory (an SEC-registered investment advisory firm dedicated 100% to impact investing, building mission-aligned portfolios for families and institutions), Sorenson Impact Foundation (a 100% mission-aligned charitable foundation deploying grants, program-related investments, and mission-related investments), and Sorenson Impact Institute (a research, thought leadership, and student-training hub at the University of Utah David Eccles School of Business).
Product overview
Sorenson Impact Group is a multidisciplinary investment platform organized into four interconnected branches: Sorenson Impact Funds (partnering with expert fund managers in overlooked sectors), Sorenson Impact Advisory (SEC-registered impact investment advisory), Sorenson Impact Foundation (100% mission-aligned charitable foundation deploying grants, PRIs, and MRIs), and Sorenson Impact Institute (applied research and next-generation leadership at University of Utah). Sub-brands include Catalyst Opportunity Funds, Enable Ventures, the Impact Authenticity Score, and the University Venture Fund II.
Differentiator
Problem solved
Functional benefit
Brands
- Sorenson Impact Funds: Investment platform developing unique investment opportunities and innovative fund structures delivering market-rate returns alongside deep impact outcomes
- Sorenson Impact Advisory
- Sorenson Impact Foundation
- Sorenson Impact Institute
Products and services
- Sorenson Impact Funds Investment platform partnering with expert fund managers targeting overlooked and underserved impact sectors. Provides wrap-around support services including management expertise, strategic fundraising, impact investment experience, and administrative assistance to develop innovative fund structures delivering market-rate returns alongside deep impact outcomes.
- Sorenson Impact Advisory SEC-registered investment advisory firm dedicated 100% to impact investing. Helps families and institutions build mission-aligned portfolios across the impact capital spectrum, connecting philanthropic, catalytic, and market-rate returns with solutions to global concerns through a structured engagement process.
- Sorenson Impact Foundation Charitable foundation advancing the flow of capital into innovative, scalable solutions to pressing social and environmental challenges. Deploys capital across grants, program-related investments (PRIs), and mission-related investments (MRIs) in a 100% mission-aligned portfolio spanning 110+ countries.
- Sorenson Impact Institute Multidisciplinary hub at the University of Utah David Eccles School of Business expanding the market for impact investing through applied research, thought leadership, and experiential learning programs that equip next-generation impact leaders. Hosts the Impact Evaluation Lab and the University Venture Fund II.
Companies that use Sorenson Impact
Customer profileSegments5 records
Ideal customer profiles4 records
Sorenson Impact technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Sorenson Impact partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SustainEnergyFinance (SEF)coreSustainEnergyFinance (SEF), Utah's green bank, has partnered with the Sorenson Impact Institute to develop an impact measurement and management framework designed to demonstrate that clean energy projects are financially viable and reduce utility costs for Utah families. The framework includes a Theory of Change, impact assessment tool, and reporting process to track metrics such as household utility savings, private-sector capital leverage, and CO2e avoided.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Sorenson Impact competitors and assessment
Company assessmentDirect peers
- RSF Social Finance: Nonprofit social finance organization providing loans, investments, and philanthropic capital to social enterprises. Comparable as a multidisciplinary impact capital platform blending philanthropy, PRI/MRI activity, and investor services.
- Acumen: Nonprofit impact investment fund investing in early-stage enterprises serving low-income communities across Africa, South Asia, and Latin America. Comparable as a pioneer impact investor combining patient capital, philanthropy, and field-building research.
- CNote: Impact investment platform that channels individual and institutional capital to CDFIs and mission-driven lenders. Comparable as an SEC-registered impact investment intermediary serving retail and institutional impact-aligned investors.
- Gray Matters Capital: Impact investment firm focused on emerging markets and underserved sectors, particularly education, agriculture, and health. Comparable as a mission-aligned investment platform deploying across the risk-return spectrum into overlooked markets.
- Encourage Capital: Impact investment firm building and managing financial products that generate measurable social and environmental outcomes alongside financial returns. Comparable as a dedicated impact investment manager with a global portfolio.
- Impact Engine: Impact venture capital and private equity firm managing funds dedicated to positive social and environmental outcomes. Comparable in mission alignment, fund-of-funds structure, and institutional impact thesis.
- CapEQ: Impact-focused private equity platform that invests in and builds companies addressing social and economic inequities. Highly comparable to Sorenson Impact Funds in mission-driven fund management serving underserved U.S. markets.
Broad incumbents
- TPG Rise: TPG's dedicated impact investing platform spanning private equity, climate, and social impact funds. Comparable as a multi-strategy impact platform, though embedded in a much larger global alternatives franchise.
- Bain Capital Double Impact: Bain Capital's impact-focused strategy investing across asset classes to deliver social and environmental outcomes alongside returns. Comparable as an institutional impact investing arm, but with vastly greater scale and broader sector mandate.
- KKR Global Impact: KKR's dedicated impact fund investing in solutions to critical global challenges. Comparable in institutional-scale impact investing mandate, though operating from a much larger and broader alternative asset platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Sorenson Impact social profiles
Digital presenceSorenson Impact financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sorenson Impact leadership team
Management profileNumber of profiles
Profiles12 records
Sorenson Impact subsidiaries and ownership
Company hierarchySubsidiaries4 records
Sorenson Impact funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sorenson Impact M&A and investment
M&A and investmentM&A
Investments8 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sorenson Impact
What does Sorenson Impact do?
Sorenson Impact Group is a multidisciplinary investment platform operating through four branches: Sorenson Impact Funds (which partners with expert fund managers targeting overlooked sectors and provides wrap-around management, fundraising, and administrative support), Sorenson Impact Advisory (an SEC-registered investment advisory firm dedicated 100% to impact investing, building mission-aligned portfolios for families and institutions), Sorenson Impact Foundation (a 100% mission-aligned charitable foundation deploying grants, program-related investments, and mission-related investments), and Sorenson Impact Institute (a research, thought leadership, and student-training hub at the University of Utah David Eccles School of Business).
Is Sorenson Impact a public or private company?
Sorenson Impact is a private company. It is classified as family owned and is currently operating.
When was Sorenson Impact founded?
Sorenson Impact was founded in 2012. It employs 11 to 50 people.
Where is Sorenson Impact based?
Sorenson Impact is headquartered in Salt Lake City, United States, in the North America region.
How does Sorenson Impact make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are fund Management and Administrative Services and philanthropic and Mission-Related Investment Returns.
Who are Sorenson Impact's main competitors?
Direct peers on record are RSF Social Finance, Acumen, CNote, Gray Matters Capital, Encourage Capital, Impact Engine and CapEQ. Broad incumbents are TPG Rise, Bain Capital Double Impact and KKR Global Impact.
Does Sorenson Impact have an API?
No public API is recorded for Sorenson Impact.
What industry is Sorenson Impact in?
Sorenson Impact's product category is Impact Investment Advisory Services. Its primary akta.pro industry code is FSANAAAG, Impact / ESG Venture Capital, with a secondary code of FSAAALAC, Impact Investing (Intentional, Measurable Social/Environmental Outcomes). Its NAICS code is 52394 and its SIC code is 6282.