Kartikeya G Bhatt

Wasatch Advisors LP

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Wasatch Advisors LP

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

244 clients

Average Client Portfolio

$114.4M average

Assets Under Management

$27.9B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kartikeya works as a client portfolio manager at Wasatch Advisors LP, focusing on asset management. This activity takes nearly full-time hours, including time for fund research, client communication, and business development.