SourcingSourcing

WASATCH INVESTMENT FUND MANAGER, LLC

C44
CRD 325037·SEC 801-131709·LOGAN, UT
AUM
$254.6M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$764K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WASATCH INVESTMENT FUND MANAGER, LLC
CRD
325037
SEC file #
801-131709
EIN
932571822
DBA names
—

Economics

AUM
$254.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$167.2M → $254.6M▲ +52%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
1 advisors → 4 advisors▲ +300%
Primary office
LOGAN UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WASATCH ACQUISITION AND
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WASATCH ACQUISITION AND
Hansen, Dell, Loy
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001990568
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-08-23
Edgar Last Filing Date
2023-08-23
Edgar Form D Count
3
Edgar Form D Offerings
2023-08-232023-08-23 · 0001990568-23-000003
2023-08-232023-08-23 · 0001990568-23-000002
Edgar Former Names
Wasatch Biomerics Fund AI LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
595 S RIVERWOODS PARKWAYSUITE 400LOGAN, UT 84321
Business
595 S RIVERWOODS PARKWAYSUITE 400LOGAN, UT 84321
Edgar EIN
932571822
Edgar Recent Filings
D/A2023-08-23 · 0001990568-23-000003
D/A2023-08-23 · 0001990568-23-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
Hansen, Dell, Loy
Executive Officer · 2.5%
7854313
Lindsey, Ryan, Scott
Executive Officer · 2.5%
7875918