Wasatch Investment Fund Manager, Llc

595 SOUTH RIVERWOODS PARKWAY, Logan, Utah 84321

SEC CRD#325037
Last ADV filed: 11/26/2024
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.00%of assets under management

Detailed Fee Schedule

in the Offering Documents. Management Fee A Fund will pay the Adviser a management fee of 1% per annum of the value of each Fund Investor’s capital account as the beginning of each calendar month, as determined by the Adviser in its discretion (the “Management Fee”) as further described in

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUM

Compensation 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.

Wasatch Investment Fund Manager, Llc — Fiduciary Advisor Profile | FiduciaryListings