Sora Investors

RIASEC RegisteredEst. 2021
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$651M
Accounts
4
Employees
13
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Andrew Lettinga

    Chief Operating OfficerCRD 6469182

  • Jenell Wunsch

    Jenell Wunsch

    Chief Compliance OfficerCRD 5100176

  • Karl Richter

    Karl Richter

    Managing Partner and Chief Investment OfficerCRD 3267342

Contacts

2 of 2
  • Samir Shah

    Samir Shah

    Partner, Portfolio ManagerCRD 5099716

  • Larry Ge

    Larry Ge

    Partner, Portfolio ManagerCRD 5111296

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth