Data / Investment advisers / Utah / Wasatch Advisors LP
Wasatch Advisors LP, Salt Lake City, UT: $23.3 billion AUM, SEC registered investment adviser
Wasatch Advisors LP is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $23.3 billion in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include investment companies, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 106081
- SEC file number
- 801-11095
- SEC status
- Approved, effective October 23, 1975
- Main office
- 505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
- Phone
- (801) 533-0777
- Website
- wasatchglobal.com
- Regulatory AUM
- $23,346,360,707 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $23,346,360,707
- Accounts
- 239
- Employees
- 96, of which 41 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $188,009,662
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 23 | $9.22 billion |
| Pooled investment vehicles | 15 | $5.60 billion |
| State or municipal government entities | 27 | $5.54 billion |
| Pension and profit sharing plans | 22 | $1.04 billion |
| Sovereign wealth funds and foreign official institutions | 2 | $870.9 million |
| Charitable organizations | 50 | $644.5 million |
| Corporations or other businesses | 39 | $220.5 million |
| High net worth individuals | 51 | $196.4 million |
| Other investment advisers | 1 | $7.2 million |
| Individuals (other than high net worth individuals) | 9 | $6.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $23.35 billion | March 16, 2026 |
| December 1, 2025 | $27.92 billion | March 13, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cynosure Group, LLC | Salt Lake City | $9.85 billion | 60 | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | $5.64 billion | 10 | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | $3.80 billion | 2 | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | $3.05 billion | 1 | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | $2.63 billion | 28 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Wasatch Advisors LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.