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WASATCH ADVISORS LP

SALT LAKE CITY, UT · CRD 106081 · IAPD ↗ · wasatchglobal.com · 801-533-0777

$23.35BRegulatory AUM
41Advisory reps
96Employees
4Clients
0Planning clients
1Private funds
51States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WASATCH ADVISORS LP shrank from 48 to 41 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2025 — WASATCH ADVISORS LP changed its website from wasatchfunds.com to wasatchglobal.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — WASATCH ADVISORS LP now reports custody of client assets ($54.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.