{
  "crd_number": 113322,
  "slug": "wasatch-management-partners-l-l-c-salt-lake-city-ut-113322",
  "primary_business_name": "WASATCH MANAGEMENT PARTNERS, L.L.C.",
  "legal_name": "WASATCH MANAGEMENT PARTNERS, L.L.C.",
  "dbas": [
    "EPIC MANAGEMENT PARTNERS, LLC"
  ],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2012-02-27",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2025-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://epicvc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113322",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/wasatch-management-partners-l-l-c-salt-lake-city-ut-113322",
  "display_name": "Wasatch Management Partners, L.L.C.",
  "summary": "Wasatch Management Partners, L.L.C. is an exempt reporting adviser in Salt Lake City, UT, filing reports since 2012. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Wasatch Management Partners, L.L.C. (CRD 113322): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Wasatch Management Partners, L.L.C. located?",
      "a": "Wasatch Management Partners, L.L.C.'s principal office is in Salt Lake City, UT, according to its Form ADV."
    },
    {
      "q": "How does Wasatch Management Partners, L.L.C. report to regulators?",
      "a": "Wasatch Management Partners, L.L.C. is an exempt reporting adviser, filing reports since 2012. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 113322."
    },
    {
      "q": "Does Wasatch Management Partners, L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113322"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wasatch-management-partners-l-l-c-salt-lake-city-ut-113322.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113322",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}