Wasatch Advisors Inc

Wasatch Advisors Inc, legally known as WASATCH ADVISORS INC, is a Utah-based corporation with 77 employees. Forty-six of these are in advisory roles. The firm has an impressive track record of serving 4 clients, and as of its last reported SEC status on October 23, 1975, it was approved and registered with the US Securities and Exchange Commission.

• AJAY CHANDROTH KRISHNAN

  DIRECTOR, PORTFOLIO MANAGER owns more than 5% but less than 10%

• CATHERINE KITTY SWENSON

  DIRECTOR, DIRECTOR OF CLIENT RELATIONS owns less than 5%

• DANIEL DEAN THURBER

  DIRECTOR, VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL owns more than 5% but less than 10%

• ERIC SCOTT BERGESON

  PRESIDENT, DIRECTOR owns more than 5% but less than 10%

• HOLLIE RAE STRASBURG

  DIRECTOR, DIRECTOR OF OPERATIONS owns less than 5%

• JAMES BRADLEY TAYLOR

  CHIEF EXECUTIVE OFFICER, DIRECTOR owns more than 10% but less than 25%

• JAMES FRANK LARKINS

  PORTFOLIO MANAGER owns more than 5% but less than 10%

• JEFFREY STEWART CARDON

  DIRECTOR owns less than 5%

• MICHAEL KENNETH YEATES

  DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER owns less than 5%

• ROGER DAVID EDGLEY

  DIRECTOR owns more than 5% but less than 10%

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• Jacobsen Capital Management LLC
• LUNT Capital Management Inc
• Moreton Asset Management LLC
• Grandeur Peak Global Advisors LLC
• Cambria Capital LLC

• Deciphering the Investment Shifts: Wasatch Advisors' Notable Portfolio Adjustments in Early 2024
• A Closer Look at Investment Management Firm Wasatch Advisors' Q3 and Q4 Portfolio Holdings

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