Wasatch Investment Fund Manager, LLC

Wasatch Investment Fund Manager, LLC provides discretionary investment management to pooled investment vehicles and any parallel funds, overseeing roughly $167.2 million in regulatory assets. The firm does not tailor advisory services to individual investors and operates under the terms and disclosures set forth in each fund’s offering documents.

The Adviser concentrates on sourcing lending and equity investments that support real estate and venture-backed transactions, typically using short- to medium-term structures and seeking security features such as conversion rights or guarantees. It may create parallel funds and offer co‑investment opportunities alongside its funds, and it relies on internal and third‑party due diligence, legal and administrative resources as described in the offering materials.

Notable distinctions include the Adviser’s integration with a broader Wasatch group of affiliated entities that may act as investors, lenders, guarantors, service providers or tenants to the same portfolio companies, which creates multiple related‑party arrangements and potential conflicts of interest (including senior lending positions, guarantees, and side‑letter terms that may not be pro rata). The firm commonly receives deal‑level compensation and equity instruments that Fund Investors do not share, and its investment activity has been concentrated regionally, increasing exposure to affiliated transactions and localized market risk.