Investment adviser · CRD 326762
WASATCH EQUITY PARTNERS
Investment adviser filing (IA)
WASATCH VENTURE MANAGEMENT, LLC
LOGAN, UT, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $337M Form ADV · Item 5.F
- Client accounts
- 22 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 22 | $337,284,557 | 100.0% |
Filing source
Form ADV 2049203 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
26 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WASATCH NSC QP HOLDINGS, LLCVenture Capital Fund · Last reported Mar 27, 2026$112MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-5975552275
- Reported beneficial owners
- 88
- Minimum commitment
- $50K
- Form D file number
- 021-571368
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WASATCH NUSANO B PLUS HOLDINGSVenture Capital Fund · Last reported Mar 27, 2026$36.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-2374096993
- Reported beneficial owners
- 33
- Minimum commitment
- $10K
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WASATCH BIOMERICS INVESTORS I, LLCVenture Capital Fund · Last reported Mar 27, 2026$32.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-4737949927
- Reported beneficial owners
- 53
- Minimum commitment
- $10K
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WASATCH BIOMERICS INVESTORS II, LLCVenture Capital Fund · Last reported Mar 27, 2026$28.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-1306920881
- Reported beneficial owners
- 90
- Minimum commitment
- $10K
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WASATCH NSD HOLDINGS QP, LLCVenture Capital Fund · Last reported Mar 27, 2026$21.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-3667231936
- Reported beneficial owners
- 65
- Minimum commitment
- $50K
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WASATCH NSC HOLDINGS, LLCVenture Capital Fund · Last reported Mar 27, 2026$19.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-1701382330
- Reported beneficial owners
- 79
- Minimum commitment
- $50K
- Form D file number
- 021-571367
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WASATCH NUSANO INVESTORS I, LLCVenture Capital Fund · Last reported Mar 27, 2026$19.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
Fund details & source
- Fund ID
- 805-1860889179
- Reported beneficial owners
- 69
- Minimum commitment
- $10K
Form ADV 2049203 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
595 SOUTH RIVERWOODS PARKWAY, SUITE 400LOGAN, UT, 84321, United States
CRD 326762
Filing source
Form ADV 2049203 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.