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WASATCH ADVISORS LP
SALT LAKE CITY, UT
801-533-0777
SEC #801-11095Total AUM
$23.3B
Employees
96Clients
242Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY
UT 84108
United States
3RD FLOOR
SALT LAKE CITY
UT 84108
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
801-533-0777
Financials
Total AUM
$23.3B
Accounts
239Discretionary
$23.3B
Accounts
239Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
9AUM
$6.5M
HNW Individual Clients
51AUM
$196.4M
Banking Clients
1AUM
$0
Investment Company Clients
23AUM
$9.2B
Pooled Vehicle Clients
15AUM
$5.6B
Pension/Profit Sharing Plan Clients
22AUM
$1B
Charitable Organization Clients
50AUM
$644.5M
Government Entity Clients
27AUM
$5.5B
Investment Advisor Clients
1AUM
$7.2M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
2AUM
$870.9M
Corporation or Business Clients
39AUM
$220.5M
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.