WASATCH EQUITY PARTNERS

Overview

Wasatch Equity Partners is a limited liability company that operates as a venture capital–focused adviser and sponsor. The firm concentrates on pooled investment vehicles, serving institutional investors and acting as a general partner/managing member on funds it advises. Its advisory work centers on portfolio management for those pooled vehicles rather than one-off separate account management. The firm uses a fee model that combines a percentage-of-assets charge with performance-based fees tied to fund outcomes. Wasatch Equity Partners does not position itself as an active ESG investor. Its business activities include accounting support tied to its fund operations. The ownership structure reflects both a domestic entity and individual stakeholders, and the firm is not organized as a broad capital allocator to other asset classes outside its alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices