General Info
Bert Roberts is a Partner at Sorenson Capital, where he focuses on deal origination, fundraising, and investor relations. With decades of transactional experience, he specializes in business development. In the past, Bert held senior positions at UBS, SoundView Technology Group, and Montgomery Securities. His previous investments include positions at Wasatch Advisors. Bert prefers deal origination, fundraising, and investor relations. His expertise lies in technology and real estate sectors. He engages in ventures in the Salt Lake City community, serving on various boards. Bert is a Chartered Financial Analyst and Chartered Alternative Investment Analyst, holding a BS in Business Administration from the University of Southern California.
Location: Lehi, UT
Country: United States of America
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Investment Stages: pre-seed, seed
angel-individual
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🤖 AI Activity Report
Status: very-active
AI Reasoning: Searches show Sorenson Capital made multiple investments in 2025 (e.g., NetBox Labs Series B on Jul 14, 2025 and Traceloop May 27, 2025) and Sorenson launched Ventures Fund III Jun 26, 2025. Bert Roberts is a Partner at Sorenson Capital and listed on the team page; while deal-level credits often list the firm rather than individuals, his active role at the firm and the firm’s investments within the last 6 months indicate he has recent investment activity. Example portfolio company invested in 2025: NetBox Labs. The most recent firm investment is within 6 months, so classify as very-active.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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