Data / Investment advisers / Serving pooled investment vehicles / Utah
Investment advisers in Utah serving pooled investment vehicles: 47 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
47 SEC registered investment advisers with a main office in Utah report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $89.7 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Bridge Investment Group.
The request: Every investment adviser in Utah that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
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- 47Advisers
- $89.7 billionAUM from this client type
- 46Advisers over $100 million
- November 2, 2026File date
Advisers in Utah serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Bridge Investment Group | Sandy | 151 | $48.22 billion | $49.30 billion | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | 15 | $5.60 billion | $23.35 billion | adviserinfo.sec.gov |
| Westwood Global Investments | Park City | 6 | $5.54 billion | $9.47 billion | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | 60 | $4.69 billion | $9.85 billion | adviserinfo.sec.gov |
| Gladius Capital Management LP | Park City | 6 | $2.87 billion | $2.88 billion | adviserinfo.sec.gov |
| DW Healthcare Partners | Park City | 12 | $2.74 billion | $2.74 billion | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | 29 | $2.63 billion | $2.63 billion | adviserinfo.sec.gov |
| Tower Arch Capital | Draper | 7 | $2.12 billion | $2.12 billion | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | 7 | $2.09 billion | $2.09 billion | adviserinfo.sec.gov |
| West Rim II Ugp, LLC | Lehi | 23 | $1.77 billion | $1.77 billion | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | 16 | $1.35 billion | $1.35 billion | adviserinfo.sec.gov |
| Sandlot Partners, LLC | Orem | 49 | $934.5 million | $934.5 million | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | 12 | $910.7 million | $910.7 million | adviserinfo.sec.gov |
| Bridge Net Lease Fund Manager LLC | Sandy | 1 | $843.3 million | $843.3 million | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | 1 | $778.2 million | $778.2 million | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | 6 | $619.2 million | $619.2 million | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | 4 | $585.2 million | $585.2 million | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | 12 | $554.3 million | $2.50 billion | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | 1 | $551.1 million | $551.1 million | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | 7 | $532.7 million | $532.7 million | adviserinfo.sec.gov |
| Wasatch Health Partners | Salt Lake City | 1 | $495.2 million | $495.2 million | adviserinfo.sec.gov |
| Asilia Credit Investments | Salt Lake City | 7 | $365.9 million | $365.9 million | adviserinfo.sec.gov |
| Wasatch Equity Partners | Logan | 22 | $337.3 million | $337.3 million | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | 10 | $323.2 million | $5.64 billion | adviserinfo.sec.gov |
| Wasatch Investment Fund Manager, LLC | Logan | 5 | $254.6 million | $254.6 million | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | 4 | $252 million | $266.7 million | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | 4 | $244.7 million | $244.7 million | adviserinfo.sec.gov |
| Reef Investment Management LLC | Lehi | 4 | $234.3 million | $234.3 million | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | 2 | $209.7 million | $3.80 billion | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | 4 | $179.2 million | $179.2 million | adviserinfo.sec.gov |
| Thistle Creek Capital, LLC | Lehi | 1 | $161 million | $161 million | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | 1 | $127.6 million | $127.6 million | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | 4 | $98.2 million | $214.1 million | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | 4 | $94.7 million | $100.8 million | adviserinfo.sec.gov |
| Blue Diamond Capital Investment Advisors | Provo | 10 | $81.4 million | $301.4 million | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | 29 | $76.6 million | $268.5 million | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | 6 | $74.1 million | $565.8 million | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | 2 | $65.8 million | $90 million | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | 2 | $62.3 million | $1.60 billion | adviserinfo.sec.gov |
| Cachetech | Logan | 2 | $22.7 million | $547.4 million | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | 1 | $21.8 million | $3.05 billion | adviserinfo.sec.gov |
| Townsquare Capital, LLC | Lehi | 2 | $18.7 million | $18.07 billion | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | 2 | $17.1 million | $153.4 million | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | 2 | $8.9 million | $279 million | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | 1 | $5.4 million | $128.2 million | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | 2 | $4.2 million | $2.01 billion | adviserinfo.sec.gov |
| Summit Global Investments, LLC | Bountiful | 2 | $1.3 million | $2.29 billion | 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.