# Wasatch Equity Partners

> Wasatch Equity Partners is an SEC-registered investment advisory firm in Logan, UT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 326762
- Filed as: WASATCH EQUITY PARTNERS
- Legal name: Wasatch Venture Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Logan, UT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326762
- AdvisorCensus page: https://advisorcensus.com/firm/wasatch-equity-partners-logan-ut-326762

## Quick answers

**How is Wasatch Equity Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Wasatch Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Wasatch Equity Partners located?**
Wasatch Equity Partners' principal office is in Logan, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wasatch Equity Partners registered with the SEC or a state?**
Wasatch Equity Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 326762.

**How much does Wasatch Equity Partners manage?**
Wasatch Equity Partners reports $337,284,557 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Wasatch Equity Partners' assets and staff changed since 2025?**
In the Form ADV data for Wasatch Equity Partners: Regulatory assets under management: $311,531,499 in the October 2025 data and $337,284,557 in the October 2026 data, up 8%. Total employees: 9 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wasatch Equity Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does Wasatch Equity Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326762

**What changed in Wasatch Equity Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Changed its office addresses in Salt Lake City, UT. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $337,284,557
- Discretionary: $337,284,557
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $337,284,557 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Salt Lake City, UT

### Websites listed on Form ADV (Item 1.I)
- pitchbook.com/profiles/investor/469999-99
- wasatchequitypartners.com
- wasatchgroup.com/divisions/wasatch-equity-partners
- LinkedIn @wasatch-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $311,531,499 | 9 | November 26, 2024 |
| October 2026 | $337,284,557 | 7 | March 27, 2026 |

Regulatory assets under management: $311,531,499 in the October 2025 data and $337,284,557 in the October 2026 data, up 8%.
Total employees: 9 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Changed its office addresses in Salt Lake City, UT.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wasatch Equity Partners (CRD 326762): Form ADV filing data as of October 2026.