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WASATCH ADVISORS LP
CRD 106081File 801-11095
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.35B
Top 10% of cohort (national)
Discretionary AUM
$23.35B
Clients
239
239 accounts
Employees
96
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 23, 1975
- Principal office
- 505 WAKARA WAY, 3RD FLOOR, SALT LAKE CITY, UT, 84108
- Phone
- 801-533-0777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.35B
- Discretionary AUM
- $23.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 239
- Non-discretionary accounts
- 0
- Total accounts
- 239
- AUM per client
- $97.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $220.5M |
| Non-U.S. persons | Fewer than 5 | $870.9M |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 23 | $9.22B |
| Charitable organizations | 50 | $644.5M |
| Other investment advisers | Fewer than 5 | $7.2M |
| High net worth individuals | 51 | $196.4M |
| Pooled investment vehicles | 15 | $5.60B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 22 | $1.04B |
| State or municipal government entities | 27 | $5.54B |
| Individuals (other than high net worth individuals) | 9 | $6.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 244 | 239 | decreased by5 |
| Apr 1, 2026 | AUM | $27,916,763,225 | $23,346,360,707 | decreased by$4,570,402,518 |
| Apr 1, 2026 | Accounts | 244 | 239 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 86 | 96 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 231 | 244 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,493,239,726 | $27,916,763,225 | decreased by$11,576,476,501 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 244 | increased by13 |
| Apr 1, 2022 | Clients | 199 | 231 | increased by32 |
| Apr 1, 2022 | AUM | $32,248,952,977 | $39,493,239,726 | increased by$7,244,286,749 |
| Apr 1, 2022 | Accounts | 199 | 231 | increased by32 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WASATCH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WASATCH ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.