{"url":"https://nivawealth.com/firms/wasatch-venture-management-326762","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/326762","regulatoryAum":337284557,"crd":"326762","history":[{"filedOn":"2024-11-26","regulatoryAum":311531499,"clients":22,"employees":9,"offices":2},{"filedOn":"2026-03-27","regulatoryAum":337284557,"clients":22,"employees":7,"offices":2}],"secFileNumber":"801-131707","legalName":"Wasatch Venture Management, LLC","displayName":"Wasatch Venture Management","slug":"wasatch-venture-management-326762","website":"https://wasatchequitypartners.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/wasatch-equity-partners/","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"595 South Riverwoods Parkway, Suite 400","city":"Logan","state":"UT","stateName":"Utah","country":"United States","postalCode":"84321"},"tradeNames":[],"registration":{"secApproved":"6 January 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":337284557,"discretionary":337284557,"discretionaryAccounts":22,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":22,"regulatoryAum":337284557}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Wasatch Venture Management has custody of $337M in client assets for 22 clients.","leadership":[{"name":"Dell Hansen","title":"Chief Executive Officer","crd":"7854313"},{"name":"Colby Tracy","title":"Chief Compliance Officer and Chief Financial Officer","crd":"7870603"},{"name":"Scott Stettler","title":"Chief Operating Officer","crd":"7854592"}],"ownership":[{"label":"Hansen Venture Operations LLC","detail":"Member in the 50% to 75% ownership band and a control person, since April 2023."},{"label":"Dell Hansen","detail":"Indirect owner: a chief executive officer of Hansen Venture Operations LLC in the 75% or more band and a control person, since April 2023.","parent":"Hansen Venture Operations LLC"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":2,"addresses":[{"street":"595 South Riverwoods Parkway, Suite 400","city":"Logan","headquarters":true},{"street":"299 S Main St.","city":"Salt Lake City"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"435-755-2079","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":22},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/326762/PDF/326762.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wasatch Venture Management have?","answer":"Wasatch Venture Management has 22 clients and manages $337 million for them, as of March 2026. They include 22 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wasatch Venture Management offer?","answer":"Wasatch Venture Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Wasatch Venture Management have?","answer":"Wasatch Venture Management has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wasatch Venture Management?","answer":"Wasatch Venture Management is owned through a holding company by Dell Hansen. Its direct owner is Hansen Venture Operations LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wasatch Venture Management get paid?","answer":"Wasatch Venture Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wasatch Venture Management registered with the SEC?","answer":"Yes, Wasatch Venture Management has been registered with the SEC as an investment adviser since 6 January 2025. Its CRD number is 326762 and its SEC file number is 801-131707.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Wasatch Venture Management?","answer":"Wasatch Venture Management’s main office is at 595 South Riverwoods Parkway, Suite 400, Logan, UT 84321. Its phone number is 435-755-2079. Its website is wasatchequitypartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}