SORA INVESTORS
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$2,317,661,000
244% change vs. 1 year ago
490% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
50% change vs. 1 year ago
200% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BRYN MAWR, PA
ONE TOWN PLACE, BRYN MAWR, PA, UNITED STATES, 19010
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.3 |
| Non-Discretionary | $0.0 |
| Total | $2.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.3 |
| Institutional | $0.0 |
| Total | $2.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| GE, LARRY, YILEI | PORTFOLIO MANAGER AND PARTNER, PARTNER |
| RICHTER, KARL, K | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER, MANAGING PARTNER, MANAGER |
| WUNSCH, JENELL, KIM | CHIEF COMPLIANCE OFFICER AND HEAD OF OPERATIONS |
| SHAH, SAMIR | PARTNER, PORTFOLIO MANAGER AND PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.3 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $2.3 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $0.7 | $1.6 | 244% | 8 | 4 | 50% |
| 2023-04-04 | $0.4 | $1.9 | 451% | 5 | 7 | 140% |
| 2022-04-01 | $0.4 | $1.9 | 490% | 4 | 8 | 200% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, PA-11/12/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV