RIA Intelligence

WASATCH VENTURE MANAGEMENT, LLC

Legal name: WASATCH EQUITY PARTNERS

CRD #326762 SEC #801-131707 LOGAN, UT 435-755-2079
SEC Registered Private Funds
Total AUM
$311.5M
Discretionary
$311.5M
Employees
9
Clients
--
Accounts
22

Firm Details

Organization Type
Limited Liability Company
State of Formation
Utah
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 26, 2024
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GERSZEWSKI, AARON, RICHARDIMANAGING PARTNERNA Control
Hansen, Dell, LoyICHIEF EXECUTIVE OFFICERNA Control
Haueter, Jacob, MarkIMANAGING DIRECTORNA Control
Stettler, Scott, TimothyICHIEF OPERATING OFFICERNA Control
TRACY, COLBY, BRYCEICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
HANSEN VENTURE OPERATIONS LLCDEMEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Hansen, Dell, LoyIHANSEN VENTURE OPERATIONS LLCE Control

Registrations

Federal

IA
Nov 26, 2024 REGISTERED

Notice Filings (1)

UT

Address

595 SOUTH RIVERWOODS PARKWAY
SUITE 400
LOGAN, UT 84321
United States
Phone: 435-755-2079