Wasatch Equity Partners
Wasatch Equity Partners is an SEC-registered asset manager in Logan, UT with $337.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Wasatch Equity Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326762, SEC 801-131707, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $337.3M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Logan, UT
- Employees
- 7
- Clients
- 22
- CRD
- 326762
- Ownership
- Hansen, Dell, Loy; TRACY, COLBY, BRYCE; GERSZEWSKI, AARON, RICHARD; HANSEN VENTURE OPERATIONS LLC; Stettler, Scott, Timothy
How much AUM does Wasatch Equity Partners have?
Wasatch Equity Partners reported $337.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wasatch Equity Partners?
Disclosed owners and executives of Wasatch Equity Partners include Hansen, Dell, Loy, TRACY, COLBY, BRYCE, GERSZEWSKI, AARON, RICHARD, HANSEN VENTURE OPERATIONS LLC, Stettler, Scott, Timothy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.