Wasatch Equity Partners

Institutional venture firmpart of Wasatch GroupSEC-registered adviserClassification probable· Logan, Utahwasatchgroup.com/divisions/wasatch-equity-partners

We are a fully integrated real estate development, construction, property management and guaranty capital company, with holdings that include 15,085 apartments plus commercial properties with assets totaling over $4 billion.

In the firm's own words, from its website.

Reported fund assets
$352M
sum of its funds' Form ADV filings, last 30 months
Latest vintage
2025
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

25 additional investments, funds and LPs, 24 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 3 vehicles
    on Form D, 18 months

    $127M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people
  • Chief Executive Officer
    Why: Runs the firm (chief executive or president)
    No route on file yet
  • Chief Compliance Officer And Chief Financial Officer
    Why: Chief Compliance Officer And Chief Financial Officer at the firm
    No route on file yet
  • Chief Operating Officer
    Why: Chief Operating Officer at the firm
    No route on file yet

Relationship network

31 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Wasatch Equity Partners: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Wasatch Equity Partners

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

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.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
consumer, climate, energy
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
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 no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

6 current, 2 departed

Decision makers

who to call first, and why; then everyone else by function

No one at this firm holds a partner, managing director or investment-lead title on record yet; the people named here are listed below by function.

Who else at this firm · 3 people, grouped by function
Investment team (1)
  • Dell Loy Hansen · Chief Executive Officer
    Why this person: Runs the firm (chief executive or president)
Finance, operations and compliance (2)
  • Colby Bryce Tracy · Chief Compliance Officer And Chief Financial Officer
    Why this person: Chief Compliance Officer And Chief Financial Officer at the firm
  • Scott Timothy Stettler · Chief Operating Officer
    Why this person: Chief Operating Officer at the firm

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

6 current, 2 departed
2 departed (kept with end dates)

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

28 vehicles, 0 LPs disclosed

Funds and vehicles

28 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Wasatch NSD QP Holdings, LLCFeeder or parallel2025 form d first saleFundraisingunknownunknown$29.9MJun 25, 2026
Wasatch NSD Holdings, LLCFund2025 form d first saleFundraisingunknownunknown$5.1MJun 25, 2026
Wasatch Nsc Holdings, LLCFund2024 form d first saleFundraising$19.7M
Mar 27, 2026
79$91.5MJan 28, 2026

Limited partners

0 LPs, 0 disclosed commitments
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.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 2 other DFX graphs

Co-investors

0 counted from shared deals, 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.
Across DFX and the capital chainon 2 other DFX graphs Show
Across DFX
Across the graphs

Wasatch Equity Partners is the same institution as 2 records in RIA and Wealth and Family Offices.

RIA and Wealth1Family Offices1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

29 dated events, 62 observations from 4 sources

Timeline

29 dated events
  1. Mar 27, 2026
    Jacob Mark Haueter (Managing Director) no longer on Schedule A of Wasatch Equity Partners
    Person leftPeopleInferenceJacob Mark HaueterForm ADV
  2. Mar 27, 2026
    Aaron Richard Gerszewski (Managing Partner) no longer on Schedule A of Wasatch Equity Partners
    Person leftPeopleInferenceAaron Richard GerszewskiForm ADV
  3. Mar 27, 2026
    Wasatch Nsd Holdings Qp, LLC first reported on Form ADV by Wasatch Equity Partners (Venture Capital Fund), GAV $21,259,405
    Fund first reported on Form ADVFundsInferenceWasatch Nsd Holdings Qp, LLCForm ADV
  4. Mar 27, 2026
    Wasatch St Qoz Fund, LLC first reported on Form ADV by Wasatch Equity Partners (Venture Capital Fund), GAV $3,237,140
    Fund first reported on Form ADVFundsInferenceWasatch St Qoz Fund, LLCForm ADV
  5. Mar 27, 2026
    Wasatch Nsc Qp Holdings, LLC first reported on Form ADV by Wasatch Equity Partners (Venture Capital Fund), GAV $112,091,355
    Fund first reported on Form ADVFundsInferenceWasatch Nsc Qp Holdings, LLCForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 27, 2026 · 22 private fundsShow
Headquarters
Logan, UTadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 27, 2026
Private funds reported
22 (22 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$337Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$337Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
7
Owners on Schedule A
Hansen Venture Operations LLC (Member), owns 50% to 75%

Classification history

Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $352M across 28 vehicles
  2. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $312M across 24 vehicles
  3. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $312M across 22 vehicles

Evidence

63 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 27, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 27, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 27, 2026FactForm ADV
SEC adviser typeRegistered investment adviserNov 26, 2024FactForm ADV
First Form ADV filing2024-11-26Mar 27, 2026FactForm ADV
First Form ADV filing2024-11-26Nov 26, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-27Mar 27, 2026FactForm ADV
Latest Form ADV filing2026-03-27Mar 27, 2026FactForm ADV
Latest Form ADV filing2024-11-26Nov 26, 2024FactForm ADV
SEC statusApprovedMar 27, 2026FactForm ADV
SEC status effective2025-01-06Mar 27, 2026FactForm ADV
Venture share of reported funds1Mar 27, 2026FactForm ADV
Venture share of reported funds1Nov 26, 2024FactForm ADV
Business phoneMar 27, 2026FactForm ADV
Business phoneNov 26, 2024FactForm ADV
Contact page urlOct 1, 2026Fact
Contact page urlSep 16, 2026Fact
DescriptionOct 1, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 13, 2026Fact
Employees7Mar 27, 2026FactForm ADV
Employees9Nov 26, 2024FactForm ADV
HeadquartersLogan, UTMar 27, 2026FactForm ADV
HeadquartersLogan, UTNov 26, 2024FactForm ADV
Office addressMar 27, 2026FactForm ADV
Office addressNov 26, 2024FactForm ADV
Self-described typeVenture capitalOct 1, 2026Fact
Self-described typeVenture capitalSep 16, 2026Fact
Self-described typeVenture capitalSep 13, 2026Fact
Legal formLimited Liability CompanyMar 27, 2026FactForm ADV
Private funds reported22Mar 27, 2026FactForm ADV
Private funds reported22Mar 27, 2026FactForm ADV
Private funds reported22Nov 26, 2024FactForm ADV
Private fund gross assets (reported)$337MMar 27, 2026FactForm ADV
Private fund gross assets (reported)$337MMar 27, 2026FactForm ADV
Private fund gross assets (reported)$312MNov 26, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$337MMar 27, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$312MNov 26, 2024FactForm ADV
Schedule a diffsadiff-1Mar 27, 2026FactForm ADV
Stated sectorsConsumer, climate, energy
“sector words on the home page”
Oct 1, 2026Fact
Stated sectorsConsumer, climate, energy
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsConsumer, climate, energy
“sector words on the home page”
Sep 13, 2026Fact
Team pageOct 1, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 13, 2026Fact
Venture funds reported22Mar 27, 2026FactForm ADV
Venture funds reported22Mar 27, 2026FactForm ADV
Venture funds reported22Nov 26, 2024FactForm ADV
WebsiteSep 12, 2026FactForm ADV
WebsiteMar 27, 2026FactForm ADV
WebsiteNov 26, 2024FactForm ADV
Site titleOct 1, 2026Fact
Site titleSep 16, 2026Fact
Site titleSep 13, 2026Fact
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, probable · 2 filing advisers share this firmShow
Importance
31
moderate
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Institutional venture firm · probableSEC registered investment adviser

Venture manager, reported GAV $352M across 28 vehicles

One of 2 advisers that share wasatchgroup.com; the firm is Wasatch Group. Wasatch Investment Fund Manager, LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

The inputs behind each score
importance
gav: 0.47 · funds: 1 · people: 0 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 28 · reported gav: $352M · first adv filing: 2024-11-26 · years since first filing: 1.8

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 identity change, 1 dated event on the change ledger, latest event first
  • Grouped with firm
    2026-09-14
  • Adviser's first ADV filing
    2024-11-26source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo, investment team.