Sorenson Impact

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.

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

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

• Impact investing advisory
• Fund management services
• Mission-aligned investments
• Charitable foundation grants
• Impact investment platform

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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

Core 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.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• SustainEnergyFinance (SEF)coreStrategic or Co-development Partner · 21 May 2026SustainEnergyFinance (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

Direct 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

• Xx.com/SGIICenter
• Facebookfacebook.com/sorensonimpact
• LinkedInlinkedin.com/company/sorenson-global-impact-investing-center

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries4 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments8 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sorenson Impact