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Private fund advisers in Utah

21 advisers on the SEC Form ADV roster that report private funds under Item 7.B, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.

Bridge Investment Group

RIA

153 private funds, mostly real estate funds · 51 Form D chains on the ledger · Sandy, UT · 5 Item 11 disclosures

$62.7B

Westwood Global Investments

RIA

3 private funds, mostly other private funds · 2 Form D chains on the ledger · Park City, UT

$5.3B

Elevation Capital Partners, LLC

ERA

5 private funds, mostly venture capital funds · Salt Lake City, UT

$4.3B

Gladius Capital Management LP

RIA

4 private funds, mostly hedge funds · 4 Form D chains on the ledger · Park City, UT

$3.5B

Dw Healthcare Partners

RIA

12 private funds, mostly private equity funds · 4 Form D chains on the ledger · Park City, UT

$2.7B

Peterson Partners

RIA

28 private funds, mostly private equity funds · 22 Form D chains on the ledger · Salt Lake City, UT

$2.3B

West Rim Capital Associates II, L.P.

RIA

22 private funds, mostly private equity funds · 10 Form D chains on the ledger · Lehi, UT

$1.7B

Tower Arch Capital

RIA

7 private funds, mostly private equity funds · 4 Form D chains on the ledger · Draper, UT

$1.4B

Pelion Venture Partners

ERA

23 private funds, mostly venture capital funds · Salt Lake City, UT

$1.4B

Cross Creek Advisors, LLC

RIA

16 private funds, mostly venture capital funds · 8 Form D chains on the ledger · Salt Lake City, UT

$1.3B

Run Ventures

ERA

25 private funds, mostly venture capital funds · Salt Lake City, UT

$1.1B

Dn Capital (US), INC

ERA

11 private funds, mostly venture capital funds · Park City, UT

$866.4M

M3f, INC.

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Salt Lake City, UT

$778.2M

Kickstart Capital, LLC

ERA

8 private funds, mostly venture capital funds · Cottonwood Heights, UT

$647.6M

Lep Management LLC

RIA

4 private funds, mostly private equity funds · Salt Lake City, UT

$475.2M

Wasatch Management Partners, L.L.C.

ERA

7 private funds, mostly venture capital funds · Salt Lake City, UT

$277.0M

Taylor Derrick Capital, L.L.C.

RIA

10 private funds, mostly real estate funds · 9 Form D chains on the ledger · Salt Lake City, UT

$211.0M

Wasatch Advisors LP

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Salt Lake City, UT · 1 Item 11 disclosure

$188.0M

Keystone National Group, LLC

RIA

6 private funds, mostly other private funds · 6 Form D chains on the ledger · Salt Lake City, UT

$49.7M

Paragon Wealth Management

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Provo, UT

$11.0M

Mercato Partners

ERA

3 private funds, mostly venture capital funds · 6 Form D chains on the ledger · Salt Lake City, UT

$3.9M

Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.