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SORTIS FUND MANAGER, LLC

PORTLAND, OR · CRD 315584 · IAPD ↗ · sortis.com · 503-512-5432

$202.0MRegulatory AUM
2Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — SORTIS FUND MANAGER, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — SORTIS FUND MANAGER, LLC now reports custody of client assets ($387.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.