Wasatch Advisors LP

RIASEC Registered

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 limited partnership that provides discretionary portfolio-management services to both individual/family and institutional clients. The firm is SEC-registered (initial registration recorded in 1975) and operates on a fee model that combines a percentage-of-AUM structure with performance-based fees. Its advisory work spans separately managed accounts, investment companies, pooled vehicles and institutional mandates. Wasatch is not positioned as a capital allocator — its activity centers on running portfolios rather than primarily seeding or allocating to third-party manager programs — and it does not identify as an active ESG investor.