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WASATCH ADVISORS LP
CRD 106081 · SEC 801-11095
505 WAKARA WAY, 3RD FLOOR, SALT LAKE CITY, UT, 84108, United States
Phone
801-533-0777
Fax
801-533-9828
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.35B
Discretionary AUM
$23.35B
Team
96 total employees; 41 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $6.5M |
| High net worth individuals | 51 | $196.4M |
| Investment companies | 23 | $9.22B |
| Pooled investment vehicles | 15 | $5.60B |
| Pension/profit sharing plans | 22 | $1.04B |
| Charitable organizations | 50 | $644.5M |
| State/municipal entities | 27 | $5.54B |
| Other investment advisers | 1 | $7.2M |
| Sovereign wealth funds | 2 | $870.9M |
| Corporations/business entities | 39 | $220.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD