Sora Investors
Firm details
- Headquarters
- Bryn Mawr, Pennsylvania
- CRD number
- 317257
- Registered since
- November 12, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sora Investors is an SEC‑registered limited liability company that operates as an institutional registered investment adviser. Founded and registered in 2021, the firm focuses on institutional mandates and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its reported business activities include functioning as a CPO or CTA, and its ownership is listed as a combination of a domestic entity and an individual. The firm charges fees as a percentage of assets under management and also uses performance‑based fees, consistent with an active, manager‑led approach to mandates. Sora Investors does not identify as an active ESG investor and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Andrew Lettinga
Chief Operating OfficerCRD 6469182

Jenell Wunsch
Chief Compliance OfficerCRD 5100176
Karl Richter
Managing Partner and Chief Investment OfficerCRD 3267342
Contacts
2 of 2
Samir Shah
Partner, Portfolio ManagerCRD 5099716

Larry Ge
Partner, Portfolio ManagerCRD 5111296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bryn Mawr, PA
Delaware
Location
Bryn Mawr, PA
Headquartered in Bryn Mawr, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1 Town Pl
- Time zone
- ET (UTC-5)
- Office locations
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