SourcingSourcing

WASATCH VENTURE MANAGEMENT, LLC

C48
CRD 326762·SEC 801-131707·LOGAN, UT
AUM
$337.3M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WASATCH VENTURE MANAGEMENT, LLC
CRD
326762
SEC file #
801-131707
EIN
—
DBA names
Wasatch Equity Partners

Economics

AUM
$337.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$311.5M → $337.3M▲ +8%
Client mix
Pooled Investment Vehicles22

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
LOGAN UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
pitchbook.com/profiles/investor/469999-99#investments

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSEN VENTURE OPERATIONS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
HANSEN VENTURE OPERATIONS LLC
Hansen, Dell, Loy
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PITCHBOOK.COM
Rdap Domain Creation Date
2004-03-27T11:50:26Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-27T10:50:26Z
Rdap Domain Last Changed
2026-05-15T17:15:03Z
Rdap Nameservers
Ns-1046.awsdns-02.orgNs-134.awsdns-16.comNs-1612.awsdns-09.co.ukNs-987.awsdns-59.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
Hansen, Dell, Loy
Executive Officer · 2.5%
7854313
Stettler, Scott, Timothy
Executive Officer · 2.5%
7854592
TRACY, COLBY, BRYCE
Executive Officer · 2.5%
7870603