The WASATCH ADVISORS is a privately held investment adviser that advises $23.35Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. WASATCH ADVISORS is a Public/Private Fund Assets decreased by 32.14% over the last 5-years.
The Group has been registered with the SEC for 50.81 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 505 WAKARA WAY 3RD FLOOR, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 96 employees comprised of 41 investment and 55 non-investment staff. The total number of Employees increased by 11.63% over the last 5-years.
Their $23.35Bn in assets advised are owned by 15 private funds, 23 public funds and BDCs and 141 other accounts. Assets of Investment Companies (IC) clients own $9.22Bn or 39.47% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $5.6Bn or 23.98% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Emerging Markets and FI/Credit - Diverse, representing 95.77%, 2.38% and 1.36% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
WASATCH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.