Lauren Jane Sercu

Current Employers

Employment History

• 12/2017 → 06/2022
  Sepio Capital, Llc
  Salt Lake City, UT
• 07/2012 → 11/2017
  Cambridge Associates
  San Francisco, CA
• 06/2022 → Present
  Sorenson Impact Advisory, Llc
  Salt Lake City, UT

Previous Registrations

• 2017-12-08 → 2022-06-24
  Sepio Capital, Lp
  Salt Lake City, UT
  San Francisco, CA
  Salt Lake City, UT

Other Businesses

(1) Castilleja School; investment-related; 1310 Bryant Street, Palo Alto, CA, 94301; educational organization; Investment Committee Member; no relationship with Sorenson Impact Advisory; start date: 09/01/2018; 1 hour per month; 0 hours during trading, volunteer capacity; attends quarterly investment committee meetings to oversee school endowment. (2) Ethic Inc.; investment-related; 250 West Broadway, 5th Floor, New York, NY, 10013; sustainable investment platform; Advisory Council Member; Sorenson Impact Advisory has $20 million in AUM with Ethic, Inc.; start date: 08/02/2021; 3 hours per month; 0 hours during trading; volunteer capacity, strategizes business expansion. (3) Firework Ventures, LPAC; investment-related; 440 Walsh Road, Atherton, CA, 94027, venture capital fund; Committee Member; Various clients of Sorenson Impact Advisory are invested in Firework Ventures; start date: 12/01/2021; 5 hours per month; 0 hours during trading; volunteer capacity; provides guidance and serves as a reference as business scales. (4) Sorenson Impact Foundation; investment-related; 2755 E Cottonwood Parkway, 500, Salt Lake City, UT, 84121; charitable grant-making organization; Investment Committee Member; start date: 09/01/2021; 3 hours per month; 0 hours during trading; volunteer capacity; attends quarterly investment committee meetings to vote for approval on grants and program-related investments. (5) Urban Innovation Fund, LPAC; investment-related; 170 Columbus Ave, Suite 240, San Francisco, CA, 94133; venture capital fund; Committee Member; start date: 06/01/2018; 1 hour per month. 0 hours during trading; volunteer capacity; attends 2-3 committee meetings per year to advise general partners on fund management, asset allocation, and business growth.

Designations

Other Names

• Lauren Jane Buchanan