Wasatch Equity Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Logan, UT. Its latest Form ADV filing, dated March 27, 2026, reports $337M in regulatory assets under management, 7 employees, 1 office, and 22 accounts.
Assets Under Management
$337M
Employees
7
Offices
1 office
Total Clients
22
Primary office
LOGAN, UT
595 SOUTH RIVERWOODS PARKWAY, SUITE 400, LOGAN, UT, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of March 27, 2026
Discretionary100.0%
$337M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$337M
Total Accounts22
10Y AUM Change+$26M (+8.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee3:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.