Data / Investment advisers / Utah / Wasatch Investment Fund Manager, LLC
Wasatch Investment Fund Manager, LLC, Logan, UT: $255 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wasatch Investment Fund Manager, LLC is an SEC registered investment adviser with its main office in Logan, Utah and reports $255 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 5 private funds.
The request: Watch Wasatch Investment Fund Manager, LLC (CRD number 325037): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 325037
- SEC file number
- 801-131709
- SEC status
- Approved, effective January 6, 2025
- Main office
- 595 South Riverwoods Parkway Suite 400, Logan, UT 84321
- Phone
- (435) 755-2000
- Regulatory AUM
- $254,557,950 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $254,557,950
- Accounts
- 5
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 5: 2 hedge funds, 2 venture capital funds, 1 real estate fund
- Gross assets of private funds
- $254,800,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $254.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $254.6 million | March 12, 2026 |
| December 1, 2025 | $167.2 million | November 26, 2024 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tencap Wealth Coaching | South Jordan | $285 million | Not listed | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 4 | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | $268.5 million | 29 | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | adviserinfo.sec.gov |
| New Millennium Group | Sandy | $257 million | Not listed | adviserinfo.sec.gov |
| Everspire | Midvale | $247.7 million | Not listed | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | $246.1 million | Not listed | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | $244.7 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Wasatch Investment Fund Manager, LLC on the SEC's adviser search
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.