WASATCH MANAGEMENT PARTNERS, L.L.C.
Adviser information for WASATCH MANAGEMENT PARTNERS, L.L.C. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-74441 |
|---|---|
| SEC ERA File Number | 802-74441 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 113322 |
| Legal Entity Identifier | None |
Principal Office
1338 FOOTHILL DRIVE #282SALT LAKE CITY
UT
United States
Monday - Friday, 9:00-5:00
Tel: 801-524-8939, Fax: 801-524-8941
Websites
Chief Compliance Officer
NICK EFSTRATIS
MEMBER
1338 FOOTHILL DRIVE #282
SALT LAKE CITY
UT
United States
Tel:
8018447530
Fax:
8015248941
N***@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EPIC VENTURE FUND IV, LLC | Venture Capital Fund | $5.1M | $0.2M | 17 |
| EPIC VENTURE FUND V, LP | Venture Capital Fund | $52.5M | $0.1M | 30 |
| EPIC VENTURES VI LP | Venture Capital Fund | $75.0M | $0.1M | 55 |
| WASATCH NEW MEXICO FUND, LLC | Venture Capital Fund | $0.5M | $12.0M | 2 |
| WASATCH VENTURE FUND II, LLC | Venture Capital Fund | $1.4M | $0.1M | 10 |
| WASATCH VENTURE FUND III, LLC | Venture Capital Fund | $6.2M | $0.1M | 12 |
| ZIONS SBIC, LLC | Venture Capital Fund | $127.8M | $40.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MADSEN, KENT, IVERSON | Individual | – | MANAGING MEMBER | 10/2000 | 25-50% |
| EFSTRATIS, ELEFTHERIOS, NICHOLAUS | Individual | – | MANAGING MEMBER | 10/2000 | 25-50% |