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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.