Wasatch Equity Partners

Fee-Only (% of Portfolio)

Wasatch Equity Partners manages investments for pooled investment funds. The firm focuses on early-stage companies in medical technology, property technology, energy, and enterprise services. Wasatch Equity Partners does not tailor its services to individual investors in the funds. The firm may receive management fees, transaction fees, success fees, and equity interests in the funds.

Assets Under Management$310M
Clients22
AdvisorsN/A
Avg. per Client$14M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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