DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W•••••• E••••• P•••••••
Legal name W•••••• V•••••• M••••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Nov 26, 2024 · 2 filings
SEC status approved since Jan 6, 2025
RAUM
$337M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
22
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$337M as of Mar 27, 2026
Nov 26, 2024$312M then
HNW client RAUM$0 as of Mar 27, 2026
Nov 26, 2024$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Nov 26, 20240 then
Employees (5.A)7 as of Mar 27, 2026
Nov 26, 20249 then
Private funds22 as of Mar 27, 2026
Nov 26, 202422 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $15.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $337M, 22 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$337M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $337M for 22 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•••••• N•• H•••••••• L•• | Venture Capital Fund | $80.1M | 99 | Nov 26, 2024 |
| W•••••• B•••••••• I•••••••• I• L•• | Venture Capital Fund | $41.1M | 51 | Nov 26, 2024 |
| W•••••• B•••••••• I•••••••• I•• L•• | Venture Capital Fund | $37.4M | 90 | Nov 26, 2024 |
| W•••••• M•••••••• H•••••••• L•• | Venture Capital Fund | $34.7M | 12 | Nov 26, 2024 |
| W•••••• N••••• B• P••• H••••••• | Venture Capital Fund | $31.6M | 33 | Nov 26, 2024 |
| W•••••• N••••• I•••••••• I• L•• | Venture Capital Fund | $16.5M | 69 | Nov 26, 2024 |
| W•••••• L• H•••••••• L•• | Venture Capital Fund | $11.0M | 34 | Nov 26, 2024 |
| W•••••• P•• H•••••••• L•• | Venture Capital Fund | $8.6M | 55 | Nov 26, 2024 |
| W•••••• L••••••• H•••••••• L•• | Venture Capital Fund | $8.5M | 48 | Nov 26, 2024 |
| W•••••• A• H•••••••• L•• | Venture Capital Fund | $8.0M | 11 | Nov 26, 2024 |
| W•••••• P•• H••••••• I•• L•• | Venture Capital Fund | $5.5M | 78 | Nov 26, 2024 |
| W•••••• A• H••••••• I•• L•• | Venture Capital Fund | $4.0M | 11 | Nov 26, 2024 |
| D•••• S••• I••••••••• L•• | Venture Capital Fund | $4.0M | 49 | Nov 26, 2024 |
| W•••••• N•• N••••• L•• | Venture Capital Fund | $3.9M | 33 | Nov 26, 2024 |
| W•••••• I•• H•••••••• L•• | Venture Capital Fund | $3.7M | 50 | Nov 26, 2024 |
| W•••••• N••••• I•••••••• I•• L•• | Venture Capital Fund | $3.5M | 98 | Nov 26, 2024 |
| W•••••• S••••••••• H•••••••• L•• | Venture Capital Fund | $3.0M | 26 | Nov 26, 2024 |
| W•••••• R• H•••••••• L•• | Venture Capital Fund | $2.8M | 2 | Nov 26, 2024 |
| W•••••• P••••••••• H•••••••• L•• | Venture Capital Fund | $2.0M | 10 | Nov 26, 2024 |
| W•••••• B•• Q•• F•••• L•• | Venture Capital Fund | $1.5M | 5 | Nov 26, 2024 |
| S•• I••••••• G••••• L•• | Venture Capital Fund | $12,947 | 43 | Nov 26, 2024 |
| R••• D••••••• S••• I••••••••• L•• | Venture Capital Fund | $7,996 | 42 | Nov 26, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••••••• A••••• R•••••• · Managing Partnercontrolsince 01/2022 · owns less than 5%
- H•••••• D•••• L•• · Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- H••••••• J••••• M••• · Managing Directorcontrolsince 11/2023 · owns less than 5%
- S•••••••• S••••• T•••••• · Chief Operating Officercontrolsince 01/2022 · owns less than 5%
- T••••• C••••• B•••• · Chief Compliance Officer And Chief Financial Officercontrolsince 02/2024 · owns less than 5%
- H•••••• D•••• L•• · Chief Executive Officercontrolsince 04/2023 · owns 75% or more of H••••• V•••••• O••••••••• L••
Entity owners
- H••••• V•••••• O••••••••• L•• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- W•••••• I••••••••• F••• M••••••• L••investment advisernRAUM $255M
- W•••••• N•• P••• L••pooled vehicle sponsorn
Advisers that list W•••••• E••••• P••••••• as a related person
- 325037 n
Offices
Schedule D 1.F, the 25 largest
- Salt Lake City, UT3 employees
What changed
consecutive filings, newest first
- Advisory employees · 5 to 6Nov 26, 2024 to Mar 27, 2026
- Assets in custody · $312M to $337MNov 26, 2024 to Mar 27, 2026
- Employees · 9 to 7Nov 26, 2024 to Mar 27, 2026
- Financial planning clients · unset to Nov 26, 2024 to Mar 27, 2026
- Discretionary RAUM · $312M to $337MNov 26, 2024 to Mar 27, 2026
- Pooled vehicle RAUM · $312M to $337MNov 26, 2024 to Mar 27, 2026
- RAUM · $312M to $337MNov 26, 2024 to Mar 27, 2026
Signals
1 dated events
- W•••••• E••••• P••••••• filed its initial SEC registration (Form ADV)Nov 26, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W•••••• E••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/wasatch-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- wasatchequitypartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 435-755-2079reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026