Wasatch Advisors is a fund manager in Salt Lake City with $22.41 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
870319391
SEC advisor number
801-11095
FINRA CRD number
106081
AUM ?
$22.41 bn
(as of 5 May 23)
Accounts
238
(as of 5 May 23)
Employees
90
(47 investment advisory or research)
Address
Wasatch Advisors
505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY
UT 84108
505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY
UT 84108
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
8015330777
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cardon, Jeffrey, Stewart | Director | 09/1980 | < 5% |
Taylor, James, Bradley | Chief Executive Officer, Director | 11/2004 | 10-25% |
Bergeson, Eric, Scott | President, Director | 12/2005 | 10-25% |
Thurber, Daniel, Dean | Director, Vice President, Secretary, Chief Compliance Officer, General Counsel | 04/2006 | < 5% |
Yeates, Michael, Kenneth | Director, Vice President, Chief Financial Officer, Treasurer | 12/2007 | < 5% |
Larkins, James, Frank | Portfolio Manager | 12/1997 | 5-10% |
Krishnan, Ajay, Chandroth | Director, Portfolio Manager | 12/2000 | 10-25% |
Strasburg, Hollie, Rae | Director, Director of Operations | 05/2008 | < 5% |
Swenson, Catherine, Kitty | Director, Director of Client Relations | 05/1992 | < 5% |
Lambert, Paul, Spencer | Portfolio Manager | 01/2005 | 5-10% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Wasatch Advisors LP | $22.41 bn | |
Wasatch Emerging Markets Select Master Fund, LTD. | Other Private Fund | |
Wasatch Emerging Markets Select Fund, LTD. | ||
Wasatch Emerging Markets Select Onshore Feeder Fund, LP |
Latest filings (excl ownership)
No filings
Latest ownership filings
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