Wasatch Equity Partners
DBA: Wasatch Venture Management, Llc
595 SOUTH RIVERWOODS PARKWAY, Logan, Utah 84321
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Management Fee Certain Funds will pay the Adviser a management fee of up to 2% per annum of the value of the Fund’s capital commitment or invested capital as further described in the Offering Documents. The Management Fee is accrued annually and paid at the time of a liquidation even
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.