Investment adviser · CRD 325037
WASATCH INVESTMENT FUND MANAGER, LLC
Investment adviser filing (IA)
LOGAN, UT, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $255M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 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 | 5 | $254,557,950 | 100.0% |
Filing source
Form ADV 2049245 · Mar 12, 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
5 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 PREFERRED CAPITAL, LLCHedge Fund · Last reported Mar 12, 2026$121MGross asset value
Form D fundraising filings
Wasatch Preferred Capital, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78
Fund details & source
- Fund ID
- 805-4621680030
- Reported beneficial owners
- 100
- Minimum commitment
- $250K
- Form D file number
- 021-464868
Form ADV 2049245 · Mar 12, 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 PREFERRED CAPITAL QP, LLCHedge Fund · Last reported Mar 12, 2026$48.4MGross 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
KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78
Fund details & source
- Fund ID
- 805-1583699028
- Reported beneficial owners
- 50
- Minimum commitment
- $250K
- Form D file number
- 021-464868
Form ADV 2049245 · Mar 12, 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 KAIKANI INVESTORS, LLCReal Estate Fund · Last reported Mar 12, 2026$45MGross asset value
Form D fundraising filings
Wasatch Kaikani Investors, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78
Fund details & source
- Fund ID
- 805-9722360555
- Reported beneficial owners
- 62
- Minimum commitment
- $500K
- Form D file number
- 021-571140
Form ADV 2049245 · Mar 12, 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 FUND QP, LLCVenture Capital Fund · Last reported Mar 12, 2026$21.8MGross asset value
Form D fundraising filings
Wasatch Biomerics Fund QP, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78
Fund details & source
- Fund ID
- 805-9332809358
- Reported beneficial owners
- 120
- Minimum commitment
- $5K
- Form D file number
- 021-490447
Form ADV 2049245 · Mar 12, 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 FUND AI, LLCVenture Capital Fund · Last reported Mar 12, 2026$18.2MGross asset value
Form D fundraising filings
Wasatch Biomerics Fund AI, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TANNER LLC
PCAOB 270
KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78
Fund details & source
- Fund ID
- 805-9348700027
- Reported beneficial owners
- 84
- Minimum commitment
- $5K
- Form D file number
- 021-490448
Form ADV 2049245 · Mar 12, 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 12, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
595 SOUTH RIVERWOODS PARKWAY, SUITE 400LOGAN, UT, 84321, United States
CRD 325037
Filing source
Form ADV 2049245 · Mar 12, 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.