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Chief Compliance Officer and Chief Financial Officer · Wasatch Equity Partners

Colby B. Tracy

CRD 7870603 · Named on Form ADV at one SEC-registered adviser

At a glance

Wasatch Equity Partners, an SEC-registered private fund adviser based in Logan, UT with $337 million in regulatory assets, lists Colby B. Tracy on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.

Firms and roles

  • Wasatch Equity PartnersChief Compliance Officer and Chief Financial OfficerPrivate fund adviser · Logan, UT · $337M in regulatory assets

AtlasMembers

Colby’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.