Wasatch Health Partners

Fee-Only (% of Portfolio)

Wasatch Health Partners manages private investment funds that focus on growth-stage and established businesses in the medical technology, life sciences, and real estate sectors. The firm primarily invests in preferred debt, preferred equity, and senior real estate loans. Services are provided exclusively to pooled investment vehicles rather than individual client accounts, and the firm does not tailor its strategies to individual investors.

Assets Under Management$500M
Clients1
AdvisorsN/A
Avg. per Client$500M
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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