DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Wasatch Advisors LP
Wasatch Advisors LP
corporate parent: WA Holdings, Inc.
Importance
10
low
Active deployment
25
moderate
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
9
low
Identity and regulatory footprint
- Headquarters
- Salt Lake City, UTadviserinfo.sec.gov
- Office address
- 505 WAKARA WAY, 3RD FLOOR, Salt Lake City, UT, 84108adviserinfo.sec.gov
- Business phone
- 801-533-0777adviserinfo.sec.gov
- Website
- HTTP://WWW.WASATCHFUNDS.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 24, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $34.9Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $27Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 90
- Owners on Schedule A
- Wasatch Advisor Holdings, LP (Limited Partner), E; WA Holdings, Inc. (Limited Partner), D; Wasatch Employee Partners, LP (Limited Partner), C; Wasatch GP LLC (General Partner), F
- business phone
- 801-533-0777adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Wasatch Emerging Markets Select Master Fund, Ltd. | Growth fund · ADV: Other Private Fund | 2023 form d first sale | Active deployment | $34.9M Apr 24, 2024 | 1 | $51.0M | Dec 13, 2024 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
8 current, 7 departed
Ajay Chandroth Krishnan
PartnerDirector, Portfolio Manager · since Dec 1, 2000
Daniel Dean Thurber
Platform and operationsDirector, Vice President, Secretary, Chief Compliance Officer, General Counsel · since Apr 1, 2006
Hollie Rae Strasburg
Platform and operationsDirector, Director Of Operations · since May 1, 2008
Michael Kenneth Yeates
Platform and operationsDirector, Vice President, Chief Financial Officer, Treasurer · since Dec 1, 2007
Catherine Swenson
PrincipalDirector, Director Of Client Relations · since May 1, 1992
Eric Scott Bergeson
PrincipalPresident, Director · since Dec 1, 2005
James Bradley Taylor
PrincipalChief Executive Officer, Director · since Nov 1, 2004
Jeffrey Stewart Cardon
PrincipalDirector · since Sep 1, 1980
7 departed (kept with end dates)
- Samuel Spencer Stewart · Chairman · Sep 1, 1975 to Oct 22, 2018 Inference
- Hugh Daniel Chace · Portfolio Manager · Jan 1, 2004 to Mar 28, 2018 Inference
- James Frank Larkins · Portfolio Manager · Dec 1, 1997 to Apr 24, 2024 Inference
- Paul Spencer Lambert · Portfolio Manager · Jan 1, 2005 to Apr 24, 2024 Inference
- Eugene Lawrence Podsiadlo · Director · Oct 1, 2007 to Mar 9, 2017 Inference
- Karolyn Dawn Barker · Vice President, Director · Aug 1, 1989 to Mar 18, 2013 Inference
- Roger David Edgley · Director · Aug 1, 2010 to Mar 26, 2021 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
25 dated events
- Apr 24, 2024James Frank Larkins (Portfolio Manager) no longer on Schedule A of Wasatch Advisors LP
- Apr 24, 2024Paul Spencer Lambert (Portfolio Manager) no longer on Schedule A of Wasatch Advisors LP
- Mar 30, 2023Wasatch Emerging Markets Select Master Fund, Ltd. first reported on Form ADV by Wasatch Advisors LP (Other Private Fund)Fund first reported on Form ADVFundsFactWasatch Emerging Markets Select Master Fund, Ltd.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2023Cross Creek Capital Partners Ii-B, L.P. no longer reported on Form ADV by Wasatch Advisors LPFund no longer reportedFundsInferenceCross Creek Capital Partners Ii-B, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2023Cross Creek Capital Employees Fund, L.P. (parallel Fund to Cross Creek Capital, L.P.) no longer reported on Form ADV by Wasatch Advisors LPFund no longer reportedFundsInferenceCross Creek Capital Employees Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2023Cross Creek Capital Partners, LLC no longer reported on Form ADV by Wasatch Advisors LPFund no longer reportedFundsInferenceCross Creek Capital Partners, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2023Cross Creek Capital, L.P. no longer reported on Form ADV by Wasatch Advisors LPFund no longer reportedFundsInferenceCross Creek Capital, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2023Cross Creek Capital Partners II, L.P. no longer reported on Form ADV by Wasatch Advisors LPFund no longer reportedFundsInferenceCross Creek Capital Partners II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 26, 2021Roger David Edgley (Director) no longer on Schedule A of Wasatch Advisors Inc
- Oct 22, 2018Samuel Spencer Stewart (Chairman) no longer on Schedule A of Wasatch Advisors Inc
- Mar 28, 2018Hugh Daniel Chace (Portfolio Manager) no longer on Schedule A of Wasatch Advisors Inc
- Mar 9, 2017Eugene Lawrence Podsiadlo (Director) no longer on Schedule A of Wasatch Advisors Inc
- Mar 18, 2013Karolyn Dawn Barker (Vice President, Director) no longer on Schedule A of Wasatch Advisors Inc
- Mar 29, 2012Wasatch Advisors Inc first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Cross Creek Capital, L.P. first reported on Form ADV by Wasatch Advisors Inc (Venture Capital Fund), GAV $111,735,277Fund first reported on Form ADVFundsFactCross Creek Capital, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Cross Creek Capital Employees Fund, L.P. (parallel Fund to Cross Creek Capital, L.P.) first reported on Form ADV by Wasatch Advisors Inc (Venture Capital Fund), GAV $10,701,236Fund first reported on Form ADVFundsFactCross Creek Capital Employees Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Cross Creek Capital Partners, LLC first reported on Form ADV by Wasatch Advisors Inc (Venture Capital Fund), GAV $59,965,607Fund first reported on Form ADVFundsFactCross Creek Capital Partners, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Cross Creek Capital Partners II, L.P. first reported on Form ADV by Wasatch Advisors Inc (Venture Capital Fund), GAV $53,653,800Fund first reported on Form ADVFundsFactCross Creek Capital Partners II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Cross Creek Capital Partners Ii-B, L.P. first reported on Form ADV by Wasatch Advisors Inc (Venture Capital Fund), GAV $15,600,545Fund first reported on Form ADVFundsFactCross Creek Capital Partners Ii-B, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 1, 2008Hollie Rae Strasburg joined Schedule A of Wasatch Advisors Inc as Director, Director Of Operations
- Jan 1, 2005Paul Spencer Lambert joined Schedule A of Wasatch Advisors Inc as Portfolio Manager
- Jan 1, 2004Hugh Daniel Chace joined Schedule A of Wasatch Advisors Inc as Portfolio Manager
- Dec 1, 2000Ajay Chandroth Krishnan joined Schedule A of Wasatch Advisors Inc as Portfolio Manager
- Dec 1, 1997James Frank Larkins joined Schedule A of Wasatch Advisors Inc as Portfolio Manager
- May 1, 1992Catherine Swenson joined Schedule A of Wasatch Advisors Inc as Director, Director Of Client Relations
Classification history
- Sep 12, 2026Corporate venture (candidate, 50%, cls-1)corporate parent: WA Holdings, Inc.
Evidence
43 observations from 2 sources