|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wasatch Health LLC
✚
|
|
|---|---|
| CRD # | 335443 |
| SEC # | 801-132897 |
| CIK # | |
| AUM | $474.9 M (2025-04-30) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 801-867-5269 |
| Address | 299 South Main Street Salt Lake City, UT 84111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | MED Venture Investors LLC | 2025-04-30 | 20.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 474.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 474.9 |
| By Discretionary | ||
| Discretionary | 1 | 474.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 474.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 474.9 | |
| Total | 1 | 474.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sun Mountain Capital Advisors LLC
✚
|
NM | 0.5 |
|
Belltower Partners LLC
✚
|
NY | 0.5 |
|
Closed Loop Partners LLC
✚
|
NY | 0.5 |
|
Endicott Capital Management LLC
✚
|
NY | 0.5 |
|
Great Range Capital LLC
✚
|
KS | 0.5 |
|
Kain Capital LLC
✚
|
NY | 0.5 |
|
Hudson Hill Capital Management LLC
✚
|
NY | 0.5 |
|
Broad Sky Partners LLC
✚
|
NY | 0.5 |
|
TRGP Investment Partners LP
✚
|
CT | 0.5 |
|
Castle Harlan Inc
✚
|
NY | 0.5 |