RIA Intel›Advisers›Oregon›SORTIS FUND MANAGER, LLC

SORTIS FUND MANAGER, LLC

Advisory

N·PORTLAND, OR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$202M
1-Year AUM Growth
-1.4%
3-Year CAGR
+13.6%
Employees
2
Assets Under Management
Total AUM$202M
Discretionary AUM$202M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees2
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingDec 20, 2021
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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