Updated:
Wasatch Investment Fund Manager, LLC
WASATCH INVESTMENT FUND MANAGER, LLC is an SEC-registered investment adviser in LOGAN, UT, registered since 2025. The firm manages approximately $255 million...
Overview
WASATCH INVESTMENT FUND MANAGER, LLC is an SEC-registered investment adviser in LOGAN, UT, registered since 2025. The firm manages approximately $255 million in assets. It employs 5 people and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Wasatch Investment Fund Manager?
The firm's investment decisions are made by a team of portfolio managers and analysts, with leadership historically coming from its founder, Samuel S. Stewart, Jr., and later from managers such as J.B. Taylor and David J. James (per the firm's filings). The specific leadership structure is not publicly detailed beyond fund-level management.
Which sectors does Wasatch explicitly avoid?
Wasatch does not publicly disclose any explicit sector avoidance policies. However, its investment focus on small-cap growth naturally excludes large-cap stocks and sectors where small companies are less prevalent, such as utilities and large-scale real estate.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Wasatch Investment Fund Manager, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.