Investment adviser · CRD 113322

WASATCH MANAGEMENT PARTNERS, L.L.C.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SALT LAKE CITY, UT, United States · Form ADV filed Mar 31, 2025

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ZIONS SBIC, LLCVenture Capital Fund · Last reported Mar 31, 2025$136MGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS-MAZARS LLP SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

FORVIS-MAZARS LLP
PCAOB 374

Fund details & source
Fund ID
805-6844512421
Reported beneficial owners
1
Minimum commitment
$40M

Form ADV 1970516 · Mar 31, 2025 · 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.

EPIC VENTURES VI LPVenture Capital Fund · Last reported Mar 31, 2025$86.8MGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS-MAZARS LLP SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

FORVIS-MAZARS LLP
PCAOB 686

Fund details & source
Fund ID
805-6364246880
Reported beneficial owners
55
Minimum commitment
$100K

Form ADV 1970516 · Mar 31, 2025 · 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.

EPIC VENTURE FUND V, LPVenture Capital Fund · Last reported Mar 31, 2025$47.1MGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS-MAZARS LLP SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

FORVIS-MAZARS LLP
PCAOB 686

Fund details & source
Fund ID
805-6077004587
Reported beneficial owners
30
Minimum commitment
$100K

Form ADV 1970516 · Mar 31, 2025 · 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.

EPIC VENTURE FUND IV, LLCVenture Capital Fund · Last reported Mar 31, 2025$5.02MGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WSRP, LLC SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

WSRP, LLC
PCAOB 374

Fund details & source
Fund ID
805-3660122942
Reported beneficial owners
17
Minimum commitment
$200K

Form ADV 1970516 · Mar 31, 2025 · 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 VENTURE FUND II, LLCVenture Capital Fund · Last reported Mar 31, 2025$1.36MGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WSRP, LLC SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

WSRP, LLC
PCAOB 374

Fund details & source
Fund ID
805-8606540402
Reported beneficial owners
10
Minimum commitment
$100K

Form ADV 1970516 · Mar 31, 2025 · 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 NEW MEXICO FUND, LLCVenture Capital Fund · Last reported Mar 31, 2025$521KGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WSRP, LLC SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

WSRP, LLC
PCAOB 374

Fund details & source
Fund ID
805-8141995023
Reported beneficial owners
2
Minimum commitment
$12M

Form ADV 1970516 · Mar 31, 2025 · 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 VENTURE FUND III, LLCVenture Capital Fund · Last reported Mar 31, 2025$81KGross asset value
Fund administrator STANDISH MANAGEMENT PARTNERS LLC LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WSRP, LLC SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

WSRP, LLC
PCAOB 374

Fund details & source
Fund ID
805-9257255544
Reported beneficial owners
12
Minimum commitment
$135K

Form ADV 1970516 · Mar 31, 2025 · 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 31, 2025. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1338 FOOTHILL DRIVE #282
SALT LAKE CITY, UT, 84108, United States

CRD 113322

Filing source

Form ADV 1970516 · Mar 31, 2025 · 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.