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 formed in 2021 that serves institutional clients. The firm operates as a commodity pool operator or commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation mix includes both a percentage-of-AUM component and performance-based fees, which aligns with an active, manager-driven approach to investment returns. The firm is not classified as an ESG investor and is not listed as a multi-state adviser.
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
Similar firms
Atairos Management, L.P.
RIABryn Mawr, PA
Mcgowan & Co LLP
RIABryn Mawr, PA
Newbridge Wealth Management
RIABryn Mawr, PA
Dakota Investments, LLC
RIABryn Mawr, PA
OAR Financial
RIABryn Mawr, PA
Renaissance Advisory Group
RIABryn Mawr, PA