# WASATCH ADVISORS LP

WASATCH ADVISORS LP of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 106081
- Type: SEC-registered investment adviser
- SEC file number: 801-11095
- Location: 505 WAKARA WAY, 3RD FLOOR, SALT LAKE CITY, UT, 84108
- Phone: 801-533-0777
- Latest filing: 2026-03-16
- Regulatory AUM: $23.3B
- Discretionary AUM: $23.3B
- Clients: 96
- Accounts: 239

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Stewart Cardon | DIRECTOR | — |
| James Bradley Taylor | DIRECTOR | — |
| Eric Scott Bergeson | DIRECTOR; PRESIDENT, DIRECTOR | — |
| Daniel Dean Thurber | DIRECTOR, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| Michael Kenneth Yeates | DIRECTOR, CHIEF EXECUTIVE OFFICER | — |
| Ajay Chandroth Krishnan | DIRECTOR, PORTFOLIO MANAGER | — |
| Hollie Rae Strasburg | DIRECTOR, CHIEF OPERATING OFFICER; DIRECTOR, DIRECTOR OF OPERATIONS | — |
| Catherine Kitty Swenson | DIRECTOR, DIRECTOR OF CLIENT RELATIONS | — |
| Ryan Brent Snow | DIRECTOR, PORTFOLIO MANAGER | — |
| Michael Kimball Valentine | DIRECTOR, PORTFOLIO MANAGER | — |
| Dustin Mark Mccarty | DIRECTOR, HEAD OF DISTRIBUTION | — |
| BERGESON SCOTT | DIRECTOR; PRESIDENT, DIRECTOR | — |
| PALMER ANGELA MARIE | VICE PRESIDENT | — |
| STEWART SAMUEL SPENCER | CHAIRMAN; CHAIRMAN, CHIEF EXECUTIVE OFFICER | — |
| CARDON JEFFREY STEWART | DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, DIRECTOR; PRESIDENT, TREASURER, DIRECTOR | — |
| BARKER KAROLYN DAWN | VICE PRESIDENT, DIRECTOR | — |
| GARDINER ROBERT THATCHER | DIRECTOR; VICE PRESIDENT, DIRECTOR | — |
| EDWARDS VENICE FARNSWORTH | SECRETARY; SECRETARY, CHIEF COMPLIANCE OFFICER; SECRETARY, COMPLIANCE OFFICER (+1 more) | — |
| SCOWCROFT JOHN ARTHUR | CHIEF OPERATING OFFICER, DIRECTOR; VICE PRESIDENT, DIRECTOR | — |
| O'REILLY AMY RICHARDSON | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR | — |
| TAYLOR JAMES BRADLEY | CHIEF EXECUTIVE OFFICER, DIRECTOR; DIRECTOR | — |
| THURBER DANIEL DEAN | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL (+1 more) | — |
| PODSIADLO EUGENE LAWRENCE | DIRECTOR | — |
| JESPERSEN ROY SOREN | VICE PRESIDENT, DIRECTOR | — |
| WORTON KAROLYN DAWN | DIRECTOR; VICE PRESIDENT, DIRECTOR | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-03-05 | regulatory | BAFIN LEVIED A FINE OF EURO 200,000 FOR EACH OF WASATCH FUNDS TRUST AND WA HOLDINGS, INC. FOR FAILURE TO SUBMIT A VOTING RIGHTS NOTIFICATION ON TIME TO BAFIN, STATING THAT THE PERCENTAGE OF VOTING RIGHTS FOR A SECURITY HELD IN CLIENT PORTFOLIOS AND AN AFFILIATED MUTUAL FUND HAD FALLEN BELOW THE 3% N… | Final | $365K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106081/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106081/similar
- Related entities: https://search.stillhousedata.com/firm/106081/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106081

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.