WASATCH ADVISORS LP
CRD #106081 SEC #801-11095 SALT LAKE CITY, UT 801-533-0777
SEC Registered Private Funds
Total AUM
$27.9B
Discretionary
$27.7B
Employees
96
Clients
0
Accounts
244
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
- LEI
- 549300F1TD6UHUN19D04
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | NA | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | NA | |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | NA | |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | NA | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | NA | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | NA | Control |
| BOHLEN, GREGORY, HARPER | I | VICE PRESIDENT-VENTURE INVESTMENTS | NA | Control |
| BOHLEN, GREGORY, HARPER | I | VICE PRESIDENT-VENTURE INVESTMENTS | NA | Control |
| BOHLEN, GREGORY, HARPER | I | VICE PRESIDENT-VENTURE INVESTMENTS | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | NA | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | NA | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | NA | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | NA | Control |
| EDWARDS, VENICE | I | SECRETARY, COMPLIANCE OFFICER | NA | |
| EDWARDS, VENICE, FARNSWORTH | I | SECRETARY | NA | |
| EDWARDS, VENICE, FARNSWORTH | I | SECRETARY, CHIEF COMPLIANCE OFFICER | NA | |
| EDWARDS, VENICE, FARNSWORTH | I | SECRETARY, DIRECTOR OF COMPLIANCE | NA | |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR | NA | |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| MCCARTY, DUSTIN, MARK | I | DIRECTOR, HEAD OF DISTRIBUTION | NA | Control |
| O'REILLY, AMY, RICHARDSON | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| O'REILLY, AMY, RICHARDSON | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| PALMER, ANGELA, MARIE | I | VICE PRESIDENT | NA | |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| PODSIADLO, EUGENE, LAWRENCE | I | DIRECTOR | NA | Control |
| SCOWCROFT, JOHN, ARTHUR | I | CHIEF OPERATING OFFICER, DIRECTOR | NA | Control |
| SCOWCROFT, JOHN, ARTHUR | I | CHIEF OPERATING OFFICER, DIRECTOR | NA | Control |
| SCOWCROFT, JOHN, ARTHUR | I | CHIEF OPERATING OFFICER, DIRECTOR | NA | |
| SNOW, RYAN, BRENT | I | DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN | NA | Control |
| SWENSON, CATHERINE | I | DIRECTOR | NA | |
| SWENSON, CATHERINE | I | DIRECTOR | NA | |
| SWENSON, CATHERINE | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| SWENSON, CATHERINE, KITTY | I | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| Strasburg, Hollie, Rae | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | NA | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | NA | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | NA | |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | NA | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | NA | Control |
| THURBER, DANIEL, DEAN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | |
| THURBER, DANIEL, DEAN | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| Valentine, Michael, Kimball | I | DIRECTOR, PORTFOLIO MANAGER | NA | Control |
| WASATCH GP LLC | DE | GENERAL PARTNER | NA | Control |
| WASATCH GP LLC | DE | GENERAL PARTNER | NA | Control |
| WASATCH GP LLC | DE | GENERAL PARTNER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, CHIEF EXECUTIVE OFFICER | NA | Control |
| YEATES, MICHAEL, KENNETH | I | DIRECTOR, CHIEF EXECUTIVE OFFICER | NA | Control |
| WASATCH ADVISOR HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| WASATCH ADVISOR HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| WASATCH ADVISOR HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | C | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER | C | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER | C | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER | C | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER | C | Control |
| STEWART, SAMUEL, SPENCER | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER | C | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | B | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | B | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | B | Control |
| BARKER, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | B | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | B | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | B | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | B | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | B | Control |
| CARDON, JEFFREY, STEWART | I | DIRECTOR | B | Control |
| GARDINER, ROBERT, THATCHER | I | VICE PRESIDENT, DIRECTOR | B | Control |
| GARDINER, ROBERT, THATCHER | I | VICE PRESIDENT, DIRECTOR | B | Control |
| GARDINER, ROBERT, THATCHER | I | VICE PRESIDENT, DIRECTOR | B | Control |
| GARDINER, ROBERT, THATCHER | I | VICE PRESIDENT, DIRECTOR | B | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | B | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | B | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | B | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| TAYLOR, JAMES, BRADLEY | I | CHIEF EXECUTIVE OFFICER, DIRECTOR | B | Control |
| WORTON, KAROLYN, DAWN | I | VICE PRESIDENT, DIRECTOR | B | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| BERGESON, ERIC, SCOTT | I | PRESIDENT, DIRECTOR | A | Control |
| CHACE, HUGH, DANIEL | I | PORTFOLIO MANAGER | A | |
| CHACE, HUGH, DANIEL | I | PORTFOLIO MANAGER | A | |
| CHACE, HUGH, DANIEL | I | PORTFOLIO MANAGER | A | |
| CHACE, HUGH, DANIEL | I | PORTFOLIO MANAGER | A | |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| EDGLEY, ROGER, DAVID | I | DIRECTOR | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | PORTFOLIO MANAGER | A | |
| KRISHNAN, AJAY, CHANDROTH | I | PORTFOLIO MANAGER | A | |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| KRISHNAN, AJAY, CHANDROTH | I | DIRECTOR, PORTFOLIO MANAGER | A | Control |
| LAMBERT, PAUL, SPENCER | I | PORTFOLIO MANAGER | A | |
| LAMBERT, PAUL, SPENCER | I | PORTFOLIO MANAGER | A | |
| LAMBERT, PAUL, SPENCER | I | PORTFOLIO MANAGER | A | |
| LAMBERT, PAUL, SPENCER | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| LARKINS, JAMES, FRANK | I | PORTFOLIO MANAGER | A | |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| TAYLOR, JAMES, BRADLEY | I | DIRECTOR | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
| THURBER, DANIEL, DEAN | I | DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WASATCH GP LLC | DE | WASATCH ADVISOR HOLDINGS, LP | F | Control |
| WASATCH GP LLC | DE | WASATCH EMPLOYEE PARTNERS, LP | F | Control |
| WA HOLDINGS, INC. | DE | WASATCH GP LLC | E | Control |
| WA HOLDINGS, INC. | DE | WASATCH ADVISOR HOLDINGS, LP | D | Control |
| WASATCH EMPLOYEE PARTNERS, LP | DE | WASATCH ADVISOR HOLDINGS, LP | C | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
505 WAKARA WAY3RD FLOOR
SALT LAKE CITY, UT 84108
United States
Phone: 801-533-0777