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Private fund adviser · Salt Lake City, UT

Wasatch Health Partners

MED Venture Management, LLC · SEC-registered investment adviser · CRD 335443 · SEC 801-132897

At a glance

Wasatch Health Partners is an SEC-registered investment adviser based in Salt Lake City, Utah, with $495 million in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,048th of 4,686 private fund advisers and 7,866th of 17,210 SEC-registered advisers by assets.

Main office 385-501-5979wasatch-health.comLinkedInAs filed on Form ADV

Regulatory AUM
$495M
Rank among private fund advisers
#3,048 of 4,686
Rank among all SEC RIAs
#7,866 of 17,210
Rank in Utah
#69 of 151
Clients
1
Accounts
4
Discretionary
100% of AUM
Employees
8
Advisory staff
7
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Wasatch Health Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles1$495M100%

Private funds

Wasatch Health Partners reports 4 private funds with $41M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Wasatch Health Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Other

Form ADV and brochures on the SEC’s adviser search ↗wasatch-health.com ↗

AtlasMembers

The full record on Wasatch Health Partners

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
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Growth over one, three and five years
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Rank against 2,288 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Wasatch Health Partners manage?

Wasatch Health Partners reports $495 million in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 1, 2026.

What kind of firm is Wasatch Health Partners?

Wasatch Health Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Wasatch Health Partners’s clients?

By assets, its largest client types are pooled investment vehicles ($495 million, 1 clients).

Does Wasatch Health Partners manage private funds?

Yes. It reports 4 private funds with $41 million in gross assets, including private equity funds, other private funds.

Does Wasatch Health Partners have any disciplinary history?

Wasatch Health Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Wasatch Health Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →