# Wasatch Investment Fund Manager, LLC

Wasatch Investment Fund Manager, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325037
- **SEC file number:** 801-131709
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325037

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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