Data / Investment advisers / Utah / Park City
Investment advisers in Park City, UT: 19 firms, $16.5 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
19 investment advisers have their main office in Park City, Utah: 8 SEC registered and 11 exempt reporting. The registered advisers report $16.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Westwood Global Investments with $9.5 billion.
The request: Every investment adviser in Park City, Utah with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 19Advisers
- 8SEC registered
- 11Exempt reporting
- $16.5 billionTotal AUM
- 8Advisers over $100 million
- 17Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Westwood Global Investments | Park City | $9.47 billion | 13 | 30 | 3 | (617) 428-4040 | westwoodglobal.com | adviserinfo.sec.gov |
| Gladius Capital Management LP | Park City | $2.88 billion | 8 | 14 | 4 | (312) 348-5900 | gladiusgroup.com | adviserinfo.sec.gov |
| DW Healthcare Partners | Park City | $2.74 billion | 12 | 34 | 12 | (435) 645-4050 | dwhp.com | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | 1 | 4 | Not listed | (435) 962-9194 | adviserinfo.sec.gov | |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | 13 | 5 | (435) 200-1051 | decathloncapital.com | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | $244.7 million | 4 | 12 | 2 | (248) 228-2875 | kulturacap.com | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | $214.1 million | 442 | 11 | 5 | (435) 269-4100 | theinsidersfund.com | adviserinfo.sec.gov |
| Echelons Capital, LLC | Park City | $174.4 million | 164 | 2 | Not listed | (706) 372-4218 | echelonscapital.com | adviserinfo.sec.gov |
| Retv Management, LLC | Park City | Not listed | Not listed | Not listed | 12 | (435) 216-0002 | ret.vc | adviserinfo.sec.gov |
| DN Capital (US), Inc | Park City | Not listed | Not listed | Not listed | 11 | (650) 561-9300 | dncapital.com | adviserinfo.sec.gov |
| Belief, LLC | Park City | Not listed | Not listed | Not listed | 9 | (323) 493-1962 | adviserinfo.sec.gov | |
| Oakhouse Partners, LLC | Park City | Not listed | Not listed | Not listed | 9 | (415) 851-1625 | adviserinfo.sec.gov | |
| Drawdown Fund | Park City | Not listed | Not listed | Not listed | 8 | (435) 565-1269 | adviserinfo.sec.gov | |
| Mercatus Partners, LLC | Park City | Not listed | Not listed | Not listed | 8 | (435) 901-4052 | mercatuspartners.com | adviserinfo.sec.gov |
| Hunter Search Management | Park City | Not listed | Not listed | Not listed | 6 | (415) 308-0810 | adviserinfo.sec.gov | |
| Royal Street Ventures Management Company, LLC | Park City | Not listed | Not listed | Not listed | 3 | (785) 691-9345 | royalstreet.vc | adviserinfo.sec.gov |
| Bristol Capital Advisors, LLC | Park City | Not listed | Not listed | Not listed | 1 | (435) 714-7970 | bristolcapitaladvisors.com | adviserinfo.sec.gov |
| Inoca Management, LLC | Park City | Not listed | Not listed | Not listed | 1 | (312) 857-4271 | adviserinfo.sec.gov | |
| Valkyrie Ventures Management, LLC | Park City | Not listed | Not listed | Not listed | 1 | (650) 382-3189 | valkyrie.vc | adviserinfo.sec.gov |
Advisers in Park City that manage private funds
17 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| DW Healthcare Partners | Park City | UT | 12 | Not listed | 12 | Not listed | Not listed | $2.74 billion | $2.74 billion | adviserinfo.sec.gov |
| Retv Management, LLC | Park City | UT | 12 | Not listed | Not listed | 12 | Not listed | $813.4 million | Not listed | adviserinfo.sec.gov |
| DN Capital (US), Inc | Park City | UT | 11 | Not listed | Not listed | 11 | Not listed | $866.4 million | Not listed | adviserinfo.sec.gov |
| Belief, LLC | Park City | UT | 9 | Not listed | 6 | 3 | Not listed | $37.9 million | Not listed | adviserinfo.sec.gov |
| Oakhouse Partners, LLC | Park City | UT | 9 | Not listed | Not listed | 9 | Not listed | $190.7 million | Not listed | adviserinfo.sec.gov |
| Drawdown Fund | Park City | UT | 8 | Not listed | Not listed | 8 | Not listed | $70.5 million | Not listed | adviserinfo.sec.gov |
| Mercatus Partners, LLC | Park City | UT | 8 | Not listed | Not listed | Not listed | 8 | $95.3 million | Not listed | adviserinfo.sec.gov |
| Hunter Search Management | Park City | UT | 6 | Not listed | 6 | Not listed | Not listed | $128.6 million | Not listed | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | UT | 5 | Not listed | Not listed | Not listed | Not listed | $207.3 million | $266.7 million | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | UT | 5 | 5 | Not listed | Not listed | Not listed | $143.7 million | $214.1 million | adviserinfo.sec.gov |
| Gladius Capital Management LP | Park City | UT | 4 | 4 | Not listed | Not listed | Not listed | $3.52 billion | $2.88 billion | adviserinfo.sec.gov |
| Westwood Global Investments | Park City | UT | 3 | Not listed | Not listed | Not listed | Not listed | $5.31 billion | $9.47 billion | adviserinfo.sec.gov |
| Royal Street Ventures Management Company, LLC | Park City | UT | 3 | Not listed | Not listed | 3 | Not listed | $31.1 million | Not listed | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | UT | 2 | 2 | Not listed | Not listed | Not listed | $244.7 million | $244.7 million | adviserinfo.sec.gov |
| Bristol Capital Advisors, LLC | Park City | UT | 1 | 1 | Not listed | Not listed | Not listed | $75 million | Not listed | adviserinfo.sec.gov |
| Inoca Management, LLC | Park City | UT | 1 | Not listed | 1 | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Valkyrie Ventures Management, LLC | Park City | UT | 1 | Not listed | Not listed | 1 | Not listed | $44.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.