The WASATCH ADVISORS is a privately held investment adviser that advises $33.14Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. WASATCH ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 24.04% over the last 5-years.
The Group has been registered with the SEC for 50.31 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, UT. 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 48 investment and 48 non-investment staff. The total number of Employees increased by 17.07% over the last 5-years.
Their $33.14Bn in assets advised are owned by 18 private funds, 23 public funds and BDCs and 146 other accounts. Assets of Investment Companies (IC) clients own $18.21Bn or 54.95% of Total Assets and Government Entities and Pension Plans own $6.06Bn or 18.28% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Emerging Markets, representing 97.67%, 1.34% and 0.59% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Government Entities and Pension Plans.
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.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In WASATCH ADVISORS's case, they have 10 business conditions that require high process maturity and 1 Watch Factors.