Wasatch Advisors LP
Assets Under Management
$27.9B
Number of Clients
244
Number of Advisors
37
Average Client AUM
$114.4M
AUM per Advisor
$754.5M
Compensation
Fee-Only (AUM)
About This Firm
Wasatch Global Investors, founded in 1975, offers discretionary investment advice to mutual funds, collective trusts, separately managed accounts, and sub-advised products. They manage various investment styles, including growth, core, and value, across micro, small, mid, and large-cap securities in domestic and international markets. Wasatch leverages a bottom-up research method focused on long-term growth potential.
Fee Structure
Wasatch manages mutual funds, separate accounts, sub-advised funds, collective investment trusts and a private fund. Fees for separate accounts are negotiable and may vary from the typical fee schedules. Some clients may pay more or less than others receiving the same services. Wasatch also manages nine separate accounts which have performance fees. These accounts generally pay Wasatch a below-market management fee and then at the end of each performance period Wasatch is entitled to receive a performance fee if the account’s performance has exceeded the performance of an agreed upon benchmark.
Areas of Practice
Location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108