Data / Investment advisers / Private funds / Utah
Investment advisers in Utah that manage private funds: 91 firms
91 investment advisers with a main office in Utah report 780 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Bridge Investment Group.
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.
- 91Advisers
- 780Private funds
- 47Exempt reporting advisers
- $107 billionGross assets of private funds
- November 2, 2026File date
Advisers by private funds
Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Bridge Investment Group | Sandy | UT | 153 | 2 | Not listed | Not listed | 126 | $62.74 billion | $49.30 billion | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | UT | 60 | 3 | 32 | 6 | 3 | $3.49 billion | $9.85 billion | adviserinfo.sec.gov |
| Sandlot Partners, LLC | Orem | UT | 49 | Not listed | 45 | Not listed | 1 | $907.5 million | $934.5 million | adviserinfo.sec.gov |
| Athos Private Wealth LLC | Holladay | UT | 29 | Not listed | 6 | 21 | Not listed | $76.6 million | $268.5 million | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | UT | 28 | Not listed | 26 | 2 | Not listed | $2.34 billion | $2.63 billion | adviserinfo.sec.gov |
| Run Ventures | Salt Lake City | UT | 25 | Not listed | Not listed | 25 | Not listed | $1.11 billion | Not listed | adviserinfo.sec.gov |
| West Rim II Ugp, LLC | Lehi | UT | 23 | Not listed | 14 | 9 | Not listed | $1.77 billion | $1.77 billion | adviserinfo.sec.gov |
| Pelion Venture Partners | Salt Lake City | UT | 23 | Not listed | Not listed | 23 | Not listed | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Wasatch Equity Partners | Logan | UT | 22 | Not listed | Not listed | 22 | Not listed | $337.3 million | $337.3 million | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | UT | 16 | Not listed | Not listed | 16 | Not listed | $1.35 billion | $1.35 billion | adviserinfo.sec.gov |
| Tandem Partners Group, LLC | Lehi | UT | 14 | Not listed | Not listed | 13 | 1 | $108.2 million | Not listed | adviserinfo.sec.gov |
| 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 |
| Adams Wealth Advisors | Logan | UT | 12 | 2 | Not listed | 9 | 1 | $74.7 million | $565.8 million | 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 |
| Album Ventures, LLC | Lehi | UT | 10 | Not listed | Not listed | 10 | Not listed | $963.5 million | Not listed | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | UT | 10 | 1 | 6 | 1 | 2 | $367.5 million | $5.64 billion | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | UT | 10 | Not listed | Not listed | Not listed | 10 | $211 million | $910.7 million | adviserinfo.sec.gov |
| Blue Diamond Capital Investment Advisors | Provo | UT | 10 | Not listed | 9 | 1 | Not listed | $81.4 million | $301.4 million | 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 |
| Glyptis Management de, LLC | Orem | UT | 9 | Not listed | 9 | Not listed | Not listed | $109.4 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 |
| Kickstart Capital, LLC | Cottonwood Heights | UT | 8 | Not listed | Not listed | 8 | Not listed | $647.6 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 |
| Drawdown Fund | Park City | UT | 8 | Not listed | Not listed | 8 | Not listed | $70.5 million | Not listed | adviserinfo.sec.gov |
| El Cap Holdings Capital Partners, LLC | Salt Lake City | UT | 8 | Not listed | Not listed | 8 | Not listed | $29.2 million | Not listed | adviserinfo.sec.gov |
| Tower Arch Capital | Draper | UT | 7 | Not listed | 7 | Not listed | Not listed | $1.45 billion | $2.12 billion | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | UT | 7 | Not listed | 7 | Not listed | Not listed | $524.6 million | $532.7 million | adviserinfo.sec.gov |
| Asilia Credit Investments | Salt Lake City | UT | 7 | Not listed | 4 | Not listed | Not listed | $453.9 million | $365.9 million | adviserinfo.sec.gov |
| Wasatch Management Partners, L.L.C. | Salt Lake City | UT | 7 | Not listed | Not listed | 7 | Not listed | $277 million | Not listed | adviserinfo.sec.gov |
| My Prosper Team | Lehi | UT | 7 | Not listed | Not listed | Not listed | 7 | $37.3 million | $58.2 million | adviserinfo.sec.gov |
| Mercato Management Legacy, LLC | Salt Lake City | UT | 6 | Not listed | Not listed | 6 | Not listed | $990 million | Not listed | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | UT | 6 | Not listed | 6 | Not listed | Not listed | $527.2 million | $619.2 million | 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 |
| Keystone National Group, LLC | Salt Lake City | UT | 6 | Not listed | Not listed | Not listed | Not listed | $49.7 million | $2.50 billion | adviserinfo.sec.gov |
| Elevation Capital Partners, LLC | Salt Lake City | UT | 5 | Not listed | Not listed | 5 | Not listed | $4.31 billion | Not listed | adviserinfo.sec.gov |
| Wasatch Investment Fund Manager, LLC | Logan | UT | 5 | 2 | Not listed | 2 | 1 | $254.8 million | $254.6 million | 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 |
| Blue Field Capital | Midvale | UT | 5 | Not listed | Not listed | Not listed | 5 | $138.6 million | Not listed | 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 |
| Lep Management LLC | Salt Lake City | UT | 4 | Not listed | 4 | Not listed | Not listed | $475.2 million | $585.2 million | adviserinfo.sec.gov |
| Mercato Savory Management, LLC | Draper | UT | 4 | Not listed | Not listed | 4 | Not listed | $364.4 million | Not listed | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | UT | 4 | Not listed | Not listed | 1 | Not listed | $86.2 million | $100.8 million | adviserinfo.sec.gov |
| Savory Capital LLC | Draper | UT | 4 | Not listed | Not listed | 4 | Not listed | $63.4 million | Not listed | adviserinfo.sec.gov |
| Dakota Pacific Global Macro Advisers LP | Salt Lake City | UT | 4 | 1 | 3 | Not listed | Not listed | $59.4 million | Not listed | adviserinfo.sec.gov |
| Frame VC LLC | Salt Lake City | UT | 4 | Not listed | Not listed | 4 | Not listed | $55.6 million | Not listed | adviserinfo.sec.gov |
| Wasatch Health Partners | Salt Lake City | UT | 4 | Not listed | 1 | Not listed | Not listed | $41.1 million | $495.2 million | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | UT | 4 | Not listed | Not listed | 4 | Not listed | $9 million | $279 million | 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 |
| Reef Investment Management LLC | Lehi | UT | 3 | Not listed | Not listed | Not listed | Not listed | $234.3 million | $234.3 million | adviserinfo.sec.gov |
| Swell Collective Management | Lehi | UT | 3 | Not listed | Not listed | 3 | Not listed | $160 million | Not listed | adviserinfo.sec.gov |
| Frazier Group Management, LLC | Lehi | UT | 3 | Not listed | Not listed | 3 | Not listed | $109.8 million | Not listed | adviserinfo.sec.gov |
| Velvet Ventures, LLC | South Jordan | UT | 3 | Not listed | Not listed | 3 | Not listed | $109.2 million | Not listed | adviserinfo.sec.gov |
| Aurelius Ventures | Salt Lake City | UT | 3 | Not listed | Not listed | 3 | Not listed | $56.8 million | Not listed | adviserinfo.sec.gov |
| Jordanelle Capital | Salt Lake City | UT | 3 | Not listed | 3 | Not listed | Not listed | $53.3 million | $179.2 million | 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 |
| Albion Financial Group | Salt Lake City | UT | 3 | Not listed | Not listed | Not listed | Not listed | $4.2 million | $2.01 billion | adviserinfo.sec.gov |
| Mercato Partners | Salt Lake City | UT | 3 | Not listed | Not listed | 3 | Not listed | $3.9 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 |
| Grandeur Peak Global Advisors | Salt Lake City | UT | 2 | 2 | Not listed | Not listed | Not listed | $209.7 million | $3.80 billion | adviserinfo.sec.gov |
| Juvo Ventures, LLC | Salt Lake City | UT | 2 | Not listed | Not listed | 2 | Not listed | $82.1 million | Not listed | adviserinfo.sec.gov |
| Seven Canyons Advisors, LLC | Salt Lake City | UT | 2 | Not listed | Not listed | Not listed | Not listed | $65.8 million | $90 million | adviserinfo.sec.gov |
| Ethos Investment Management LP | Orem | UT | 2 | 1 | Not listed | Not listed | Not listed | $62.7 million | Not listed | adviserinfo.sec.gov |
| Cachetech | Logan | UT | 2 | 2 | Not listed | Not listed | Not listed | $22.7 million | $547.4 million | adviserinfo.sec.gov |
| Townsquare Capital, LLC | Lehi | UT | 2 | Not listed | 2 | Not listed | Not listed | $18.7 million | $18.07 billion | adviserinfo.sec.gov |
| Divergent Wealth Advisors, LLC | South Jordan | UT | 2 | Not listed | 2 | Not listed | Not listed | $13.7 million | Not listed | adviserinfo.sec.gov |
| Paragon Wealth Management | Provo | UT | 2 | Not listed | 1 | Not listed | Not listed | $11 million | $153.4 million | adviserinfo.sec.gov |
| Xchangefund LLC | Vineyard | UT | 2 | 2 | Not listed | Not listed | Not listed | $40,000 | Not listed | adviserinfo.sec.gov |
| Halo Experience Company | Provo | UT | 1 | Not listed | Not listed | 1 | Not listed | $938 million | Not listed | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | UT | 1 | 1 | Not listed | Not listed | Not listed | $778.2 million | $778.2 million | adviserinfo.sec.gov |
| Wasatch Advisors LP | Salt Lake City | UT | 1 | Not listed | Not listed | Not listed | Not listed | $188 million | $23.35 billion | adviserinfo.sec.gov |
| Alta Ventures Mexico Management (GP), L.P. | South Jordan | UT | 1 | Not listed | Not listed | 1 | Not listed | $143.8 million | Not listed | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | UT | 1 | 1 | Not listed | Not listed | Not listed | $127.6 million | $127.6 million | adviserinfo.sec.gov |
| Longship Capital Management, LLC | Sandy | UT | 1 | Not listed | Not listed | 1 | Not listed | $92.4 million | Not listed | 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 |
| 2.0 Ventures Adviser LLC | Lehi | UT | 1 | Not listed | Not listed | 1 | Not listed | $64.1 million | 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 |
| Maddix Capital LLC | Murray | UT | 1 | Not listed | 1 | Not listed | Not listed | $39.9 million | Not listed | adviserinfo.sec.gov |
| Stirling Heights | South Jordan | UT | 1 | Not listed | 1 | Not listed | Not listed | $30.8 million | Not listed | adviserinfo.sec.gov |
| Tbl-Vv, LLC | Salt Lake | UT | 1 | Not listed | Not listed | 1 | Not listed | $26.7 million | Not listed | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | UT | 1 | Not listed | Not listed | 1 | Not listed | $21.8 million | $3.05 billion | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | UT | 1 | Not listed | Not listed | Not listed | Not listed | $18 million | $630.5 million | adviserinfo.sec.gov |
| Hive Minerals GP, LLC | Salt Lake City | UT | 1 | Not listed | Not listed | Not listed | Not listed | $11.2 million | Not listed | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | UT | 1 | Not listed | Not listed | Not listed | 1 | $1.6 million | $2.09 billion | adviserinfo.sec.gov |
| Summit Global Investments, LLC | Bountiful | UT | 1 | 1 | Not listed | Not listed | Not listed | $1.3 million | $2.29 billion | adviserinfo.sec.gov |
| Element Investments Management, LLC | Provo | UT | 1 | Not listed | Not listed | Not listed | Not listed | $950,000 | Not listed | adviserinfo.sec.gov |
| Blue Summit Capital Investments Management, LLC | Lehi | UT | 1 | 1 | Not listed | Not listed | Not listed | $56,181 | Not listed | adviserinfo.sec.gov |
| Afa Fund Management, LLC | Orem | UT | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Big Sky Investment Manager, LLC | Alpine | UT | 1 | 1 | Not listed | Not listed | Not listed | Not listed | 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 |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.