WASATCH ADVISORS LP
Adviser information for WASATCH ADVISORS LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 90 |
|---|---|
| Investment Advisory/Research | 50 |
| Registered Broker-Dealer Representatives | 20 |
| Registered State Investment Advisers | 39 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 236 | $26.4B |
| Non-Discretionary | 1 | $289.9M |
| Total | 237 | $26.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 9 | $7.4M |
| HNW Individuals | 44 | $189.0M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 23 | $12.9B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 17 | $4.6B |
| Pension and profit sharing plans | 22 | $1.0B |
| Charitable organizations | 51 | $766.9M |
| State or municipal gov entities | 31 | $5.9B |
| Other investment advisers | <5 | $7.5M |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $1.1B |
| Corporations or other businesses | 37 | $203.5M |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 6 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPROVIDE MODEL PORTFOLIO DATA TO CLIENTS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
505 WAKARA WAY3RD FLOOR
SALT LAKE CITY
UT
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 801-533-0777, Fax: 801-533-9828
Chief Compliance Officer
THURBER, DANIEL
CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL
505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY
UT
United States
Tel:
801-533-0777
Fax:
801-533-9828
D*******@****************M
(Full email address available in API data)
Regulatory Contact
REBEKAH GOLD
COMPLIANCE OFFICER
505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY
UT
United States
Tel:
801-533-0777
Fax:
801-983-4198
R******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WASATCH EMERGING MARKETS SELECT MASTER FUND, LTD. | LONG-ONLY EQUITY IN A LIMITED PARTNERSHIP | $34.9M | $10.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARDON, JEFFREY, STEWART | Individual | – | DIRECTOR | 09/1980 | < 5% |
| TAYLOR, JAMES, BRADLEY | Individual | – | CHIEF EXECUTIVE OFFICER, DIRECTOR | 11/2004 | 10-25% |
| BERGESON, ERIC, SCOTT | Individual | – | PRESIDENT, DIRECTOR | 12/2005 | 10-25% |
| THURBER, DANIEL, DEAN | Individual | – | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | 04/2006 | < 5% |
| YEATES, MICHAEL, KENNETH | Individual | – | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | 12/2007 | < 5% |
| LARKINS, JAMES, FRANK | Individual | – | PORTFOLIO MANAGER | 12/1997 | 5-10% |
| KRISHNAN, AJAY, CHANDROTH | Individual | – | DIRECTOR, PORTFOLIO MANAGER | 12/2000 | 10-25% |
| Strasburg, Hollie, Rae | Individual | – | DIRECTOR, DIRECTOR OF OPERATIONS | 05/2008 | < 5% |
| SWENSON, CATHERINE, KITTY | Individual | – | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | 05/1992 | < 5% |
| LAMBERT, PAUL, SPENCER | Individual | – | PORTFOLIO MANAGER | 01/2005 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | 117M | 1M | 1 |
| ADDUS HOMECARE CORP | COM | 108M | 933K | 1 |
| AFC GAMMA INC | COM | 8M | 641K | 1 |
| AGILYSYS INC | COM | 120M | 1M | 1 |
| ALKAMI TECHNOLOGY INC | COM | 42M | 1M | 1 |
| ALLIENT INC | COM | 14M | 536K | 1 |
| ALLISON TRANSMISSION HLDGS I | COM | 70M | 927K | 1 |
| AMDOCS LTD | SHS | 3M | 37K | 1 |
| AMETEK INC | COM | 951K | 6K | 1 |
| AMPHENOL CORP NEW | CL A | 2M | 26K | 1 |
| ANSYS INC | COM | 627K | 2K | 1 |
| ARBOR REALTY TRUST INC | COM | 39M | 3M | 1 |
| ARHAUS INC | COM CL A | 161M | 10M | 1 |
| ARIS WATER SOLUTIONS INC | CLASS A COM | 8M | 500K | 1 |
| ARLO TECHNOLOGIES INC | COM | 46M | 3M | 1 |
| ARTISAN PARTNERS ASSET MGMT | CL A | 60M | 1M | 1 |
| ARTIVION INC | COM | 24M | 922K | 1 |
| ARVINAS INC | COM | 7M | 275K | 1 |
| AT&T INC | COM | 4M | 225K | 1 |
| ATHIRA PHARMA INC | COM | 3M | 1M | 1 |
| ATRICURE INC | COM | 18M | 790K | 1 |
| AXIS CAP HLDGS LTD | SHS | 47M | 659K | 1 |
| AXOS FINANCIAL INC | COM | 49M | 862K | 1 |
| AZEK CO INC | CL A | 82M | 2M | 1 |
| BALCHEM CORP | COM | 258M | 2M | 1 |
| BANK OZK LITTLE ROCK ARK | COM | 257M | 6M | 1 |
| BELLRING BRANDS INC | COMMON STOCK | 355M | 6M | 1 |
| BENCHMARK ELECTRS INC | COM | 27M | 687K | 1 |
| BIGCOMMERCE HLDGS INC | COM SER 1 | 28M | 3M | 1 |
| BIOTE CORP | CLASS A COM | 10M | 1M | 1 |
| BLOCK INC | CL A | 2M | 26K | 1 |
| BOOT BARN HLDGS INC | COM | 245M | 2M | 1 |
| BOWHEAD SPECIALTY HLDGS INC | COM SHS | 8M | 309K | 1 |
| BOWMAN CONSULTING GROUP LTD | COM | 10M | 318K | 1 |
| BRC INC | COM CL A | 5M | 856K | 1 |
| BRISTOL-MYERS SQUIBB CO | COM | 3M | 81K | 1 |
| C4 THERAPEUTICS INC | COM STK | 22M | 5M | 1 |
| CACTUS INC | CL A | 47M | 890K | 1 |
| CAMTEK LTD | ORD | 54M | 427K | 1 |
| CANTALOUPE INC | COM | 9M | 1M | 1 |
| CARTERS INC | COM | 41M | 667K | 1 |
| CASELLA WASTE SYS INC | CL A | 172M | 2M | 1 |
| CASTLE BIOSCIENCES INC | COM | 51M | 2M | 1 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 107M | 10M | 1 |
| CERTARA INC | COM | 102M | 7M | 1 |
| CERUS CORP | COM | 13M | 7M | 1 |
| CHEFS WHSE INC | COM | 10M | 265K | 1 |
| CHEVRON CORP NEW | COM | 3M | 21K | 1 |
| CHUYS HLDGS INC | COM | 8M | 312K | 1 |
| CITIGROUP INC | COM NEW | 3M | 54K | 1 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 325M | 18M | 1 |
| CLEARWATER PAPER CORP | COM | 1M | 26K | 1 |
| CLIMB GLOBAL SOLUTIONS INC | COM | 10M | 161K | 1 |
| COHEN & STEERS INC | COM | 226M | 3M | 1 |
| COMMERCIAL METALS CO | COM | 40M | 721K | 1 |
| CONSTRUCTION PARTNERS INC | COM CL A | 105M | 2M | 1 |
| COPART INC | COM | 2M | 34K | 1 |
| COUCHBASE INC | COM | 12M | 633K | 1 |
| CREDICORP LTD | COM | 1M | 9K | 1 |
| CROSS CTRY HEALTHCARE INC | COM | 24M | 2M | 1 |
| CSW INDUSTRIALS INC | COM | 156M | 588K | 1 |
| CTS CORP | COM | 82M | 2M | 1 |
| CYBERARK SOFTWARE LTD | SHS | 276M | 1M | 1 |
| DENALI THERAPEUTICS INC | COM | 9M | 402K | 1 |
| DESCARTES SYS GROUP INC | COM | 39M | 405K | 1 |
| DIGI INTL INC | COM | 6M | 261K | 1 |
| DLH HLDGS CORP | COM | 4M | 412K | 1 |
| DREAM FINDERS HOMES INC | COM CL A | 7M | 288K | 1 |
| DUKE ENERGY CORP NEW | COM NEW | 7M | 67K | 1 |
| DUTCH BROS INC | CL A | 51M | 1M | 1 |
| DYNE THERAPEUTICS INC | COM | 12M | 336K | 1 |
| ENDAVA PLC | ADS | 43M | 1M | 1 |
| ENSIGN GROUP INC | COM | 503M | 4M | 1 |
| ESPERION THERAPEUTICS INC NE | COM | 37M | 17M | 1 |
| ESQUIRE FINL HLDGS INC | COM | 27M | 562K | 1 |
| EURONET WORLDWIDE INC | COM | 51M | 492K | 1 |
| EVERGY INC | COM | 4M | 70K | 1 |
| EXACT SCIENCES CORP | COM | 21M | 507K | 1 |
| EXAGEN INC | COM | 1M | 762K | 1 |
| EXELON CORP | COM | 5M | 156K | 1 |
| EZCORP INC | CL A NON VTG | 27M | 3M | 1 |
| FABRINET | SHS | 232M | 948K | 1 |
| FB FINL CORP | COM | 46M | 1M | 1 |
| FIRST WESTN FINL INC | COM | 6M | 364K | 1 |
| FIVE BELOW INC | COM | 302M | 3M | 1 |
| FIVE9 INC | COM | 166M | 4M | 1 |
| FLOOR & DECOR HLDGS INC | CL A | 215M | 2M | 1 |
| FLYWIRE CORPORATION | COM VTG | 28M | 2M | 1 |
| FOX FACTORY HLDG CORP | COM | 123M | 3M | 1 |
| FRESHPET INC | COM | 286M | 2M | 1 |
| GCM GROSVENOR INC | COM CL A | 31M | 3M | 1 |
| GEN RESTAURENT GROUP | CL A COM | 4M | 486K | 1 |
| GLOBAL E ONLINE LTD | SHS | 49M | 1M | 1 |
| GLOBAL INDUSTRIAL COMPANY | COM | 6M | 177K | 1 |
| GLOBANT S A | COM | 605M | 3M | 1 |
| GOOSEHEAD INS INC | COM CL A | 142M | 2M | 1 |
| GRAHAM CORP | COM | 9M | 330K | 1 |
| GRAND CANYON ED INC | COM | 62M | 445K | 1 |
| GRANITE CONSTR INC | COM | 65M | 1M | 1 |
| GRID DYNAMICS HLDGS INC | CL A | 75M | 7M | 1 |
| GUIDEWIRE SOFTWARE INC | COM | 370M | 3M | 1 |
| HAMILTON LANE INC | CL A | 280M | 2M | 1 |
| HANCOCK WHITNEY CORPORATION | COM | 22M | 470K | 1 |
| HARMONIC INC | COM | 17M | 1M | 1 |
| HCI GROUP INC | COM | 7M | 76K | 1 |
| HEALTHEQUITY INC | COM | 627M | 7M | 1 |
| HEICO CORP NEW | CL A | 3M | 15K | 1 |
| HELIOS TECHNOLOGIES INC | COM | 200M | 4M | 1 |
| HIGHPEAK ENERGY INC | COM | 9M | 642K | 1 |
| HUBSPOT INC | COM | 3M | 5K | 1 |
| ICF INTL INC | COM | 202M | 1M | 1 |
| ICON PLC | SHS | 2M | 6K | 1 |
| IMMATICS N.V | SHS | 10M | 843K | 1 |
| IMPINJ INC | COM | 27M | 174K | 1 |
| INFUSYSTEM HLDGS INC | COM | 4M | 531K | 1 |
| ING GROEP N.V. | SPONSORED ADR | 3M | 190K | 1 |
| INMODE LTD | SHS | 7M | 368K | 1 |
| INNOSPEC INC | COM | 222M | 2M | 1 |
| INSPIRE MED SYS INC | COM | 174M | 1M | 1 |
| INTRA-CELLULAR THERAPIES INC | COM | 255M | 4M | 1 |
| ISHARES INC | MSCI TAIWAN ETF | 4M | 66K | 1 |
| ISHARES TR | MSCI INDIA SM CP | 3M | 41K | 1 |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 46M | 4M | 1 |
| JFROG LTD | ORD SHS | 76M | 2M | 1 |
| JOHN BEAN TECHNOLOGIES CORP | COM | 7M | 69K | 1 |
| JOHNSON & JOHNSON | COM | 6M | 43K | 1 |
| JPMORGAN CHASE & CO. | COM | 4M | 22K | 1 |
| KADANT INC | COM | 353M | 1M | 1 |
| KARAT PACKAGING INC | COM | 9M | 289K | 1 |
| KELLY SVCS INC | CL A | 564K | 26K | 1 |
| KENVUE INC | COM | 3M | 148K | 1 |
| KIMCO RLTY CORP | COM | 3M | 176K | 1 |
| KORNIT DIGITAL LTD | SHS | 6M | 426K | 1 |
| KRAFT HEINZ CO | COM | 4M | 113K | 1 |
| KULICKE & SOFFA INDS INC | COM | 18M | 360K | 1 |
| KURA SUSHI USA INC | CL A COM | 8M | 127K | 1 |
| LANDSEA HOMES CORP | COM | 17M | 2M | 1 |
| LGI HOMES INC | COM | 135M | 2M | 1 |
| LIMBACH HLDGS INC | COM | 20M | 349K | 1 |
| LINCOLN EDL SVCS CORP | COM | 6M | 465K | 1 |
| LUNA INNOVATIONS INC | COM | 7M | 2M | 1 |
| MACROGENICS INC | COM | 10M | 2M | 1 |
| MAGNOLIA OIL & GAS CORP | CL A | 75M | 3M | 1 |
| MAMAS CREATIONS INC | COM | 27M | 4M | 1 |
| MARKETAXESS HLDGS INC | COM | 149M | 742K | 1 |
| MARKFORGED HOLDING CORPORATI | COM | 1M | 3M | 1 |
| MASTERCRAFT BOAT HLDGS INC | COM | 7M | 393K | 1 |
| MATADOR RES CO | COM | 74M | 1M | 1 |
| MEDPACE HLDGS INC | COM | 398M | 967K | 1 |
| MERCADOLIBRE INC | COM | 258M | 157K | 1 |
| MISTER CAR WASH INC | COM | 56M | 8M | 1 |
| MOELIS & CO | CL A | 204M | 4M | 1 |
| MONDAY COM LTD | SHS | 29M | 120K | 1 |
| MONOLITHIC PWR SYS INC | COM | 4M | 5K | 1 |
| MONRO INC | COM | 1M | 44K | 1 |
| MORNINGSTAR INC | COM | 181M | 611K | 1 |
| NAPCO SEC TECHNOLOGIES INC | COM | 21M | 407K | 1 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 284M | 7M | 1 |
| NATURES SUNSHINE PRODS INC | COM | 9M | 565K | 1 |
| NCINO INC | COM | 74M | 2M | 1 |
| NKARTA INC | COM | 8M | 1M | 1 |
| NLIGHT INC | COM | 4M | 346K | 1 |
| NOVA LTD | COM | 476M | 2M | 1 |
| NOVANTA INC | COM | 167M | 1M | 1 |
| NU HLDGS LTD | ORD SHS CL A | 278M | 22M | 1 |
| NURIX THERAPEUTICS INC | COM | 18M | 858K | 1 |
| OLD DOMINION FREIGHT LINE IN | COM | 1M | 6K | 1 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 430M | 4M | 1 |
| ON HLDG AG | NAMEN AKT A | 16M | 402K | 1 |
| OPEN LENDING CORP | COM | 92M | 16M | 1 |
| ORTHOPEDIATRICS CORP | COM | 15M | 535K | 1 |
| OSI SYSTEMS INC | COM | 9M | 66K | 1 |
| PACS GROUP INC | COM SHS | 58M | 2M | 1 |
| PAR TECHNOLOGY CORP | COM | 17M | 371K | 1 |
| PATRICK INDS INC | COM | 14M | 126K | 1 |
| PAYLOCITY HLDG CORP | COM | 339M | 3M | 1 |
| PDD HOLDINGS INC | SPONSORED ADS | 32M | 244K | 1 |
| PDF SOLUTIONS INC | COM | 46M | 1M | 1 |
| PENNANT GROUP INC | COM | 26M | 1M | 1 |
| PERELLA WEINBERG PARTNERS | CLASS A COM | 21M | 1M | 1 |
| PINNACLE FINL PARTNERS INC | COM | 248M | 3M | 1 |
| POOL CORP | COM | 173M | 562K | 1 |
| POWER INTEGRATIONS INC | COM | 17M | 247K | 1 |
| PROCORE TECHNOLOGIES INC | COM | 384K | 6K | 1 |
| PURPLE INNOVATION INC | COM | 2M | 2M | 1 |
| Q2 HLDGS INC | COM | 224M | 4M | 1 |
| QUEST DIAGNOSTICS INC | COM | 5M | 36K | 1 |
| RADIANT LOGISTICS INC | COM | 7M | 1M | 1 |
| RBC BEARINGS INC | COM | 469M | 2M | 1 |
| RED VIOLET INC | COM | 18M | 701K | 1 |
| ROPER TECHNOLOGIES INC | COM | 4M | 7K | 1 |
| RPC INC | COM | 717K | 115K | 1 |
| RXSIGHT INC | COM | 8M | 140K | 1 |
| SAIA INC | COM | 298M | 628K | 1 |
| SALLY BEAUTY HLDGS INC | COM | 34M | 3M | 1 |
| SANGAMO THERAPEUTICS INC | COM | 7M | 20M | 1 |
| SCANSOURCE INC | COM | 43M | 970K | 1 |
| SEA LTD | SPONSORD ADS | 110M | 2M | 1 |
| SERVISFIRST BANCSHARES INC | COM | 39M | 625K | 1 |
| SHAKE SHACK INC | CL A | 52M | 580K | 1 |
| SHIFT4 PMTS INC | CL A | 286M | 4M | 1 |
| SHOE CARNIVAL INC | COM | 11M | 301K | 1 |
| SIGNET JEWELERS LIMITED | SHS | 38M | 421K | 1 |
| SILK RD MED INC | COM | 7M | 263K | 1 |
| SIMULATIONS PLUS INC | COM | 14M | 295K | 1 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 172M | 1M | 1 |
| SITIME CORP | COM | 124M | 993K | 1 |
| SKYLINE CHAMPION CORPORATION | COM | 87M | 1M | 1 |
| SKYWARD SPECIALTY INS GROUP | COM | 10M | 276K | 1 |
| SPROUT SOCIAL INC | COM CL A | 73M | 2M | 1 |
| STANDEX INTL CORP | COM | 60M | 369K | 1 |
| STEPSTONE GROUP INC | COM CL A | 79M | 2M | 1 |
| STERLING INFRASTRUCTURE INC | COM | 10M | 85K | 1 |
| SUNCOR ENERGY INC NEW | COM | 4M | 95K | 1 |
| TACTILE SYS TECHNOLOGY INC | COM | 8M | 663K | 1 |
| TORONTO DOMINION BK ONT | COM NEW | 2M | 35K | 1 |
| TRANSCAT INC | COM | 82M | 682K | 1 |
| TRANSMEDICS GROUP INC | COM | 44M | 295K | 1 |
| TREX CO INC | COM | 227M | 3M | 1 |
| TYLER TECHNOLOGIES INC | COM | 1M | 3K | 1 |
| UFP INDUSTRIES INC | COM | 57M | 509K | 1 |
| UFP TECHNOLOGIES INC | COM | 67M | 254K | 1 |
| UNION PAC CORP | COM | 5M | 21K | 1 |
| VALVOLINE INC | COM | 360M | 8M | 1 |
| VEECO INSTRS INC DEL | COM | 82M | 2M | 1 |
| VERIZON COMMUNICATIONS INC | COM | 4M | 102K | 1 |
| VICI PPTYS INC | COM | 3M | 118K | 1 |
| VIEMED HEALTHCARE INC | COM | 10M | 2M | 1 |
| VIKING THERAPEUTICS INC | COM | 13M | 253K | 1 |
| VINTAGE WINE ESTATES INC | COM | 116K | 833K | 1 |
| VITA COCO CO INC | COM | 17M | 602K | 1 |
| WABASH NATL CORP | COM | 38M | 2M | 1 |
| WEAVE COMMUNICATIONS INC | COM | 24M | 3M | 1 |
| WORKDAY INC | CL A | 2M | 7K | 1 |
| XPEL INC | COM | 134M | 4M | 1 |
| XPONENTIAL FITNESS INC | COM CL A | 9M | 588K | 1 |
| YETI HLDGS INC | COM | 209M | 5M | 1 |