Wasatch Advisors LP

RIASEC RegisteredEst. 1975

Total AUM

$23.3B

Discretionary

$23.3B

100% of AUM

Avg account

$97.7M

Accounts

239

Employees

Advisory reps

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 106081
Registered since: October 23, 1975
Website: wasatchglobal.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies39.47%
Pooled Investment Vehicles23.98%
State / Municipal Government23.75%
Pension & Profit Sharing Plans4.46%
Sovereign Wealth Funds3.73%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wasatch Advisors LP is a privately held limited partnership that has operated as a registered investment adviser since the mid-1970s. The firm serves both individual/family and institutional clients and provides active portfolio management across separate accounts, investment companies, pooled vehicles and institutional mandates. Its fee model combines a percentage of assets under management with performance-linked compensation on certain mandates. Wasatch’s filings indicate an equity-first orientation (exchange-traded equities are its dominant asset class) and it does not position itself as an ESG-active manager.