Eric Scott Bergeson

Employer firm

Wasatch Advisors LP CRD 106081

$23.3B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PROVIDE MODEL PORTFOLIO DATA TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → Present
  Wasatch Advisors, Lp.
  Salt Lake City, UT
• 01/2003 → Present
  Alps Distributors, Inc.
  Denver, CO

Other Businesses

WASATCH ADVISORS LP, 505 WAKARA WAY 3RD FLOOR SALT LAKE CITY UT 84108, INVESTMENT RELATED, PRESIDENT DIRECTOR OF MARKETING, 06/1998, 160 HRS/MON, 130 HRS/MON DURING TRADING, OVERSEE SALES AND MARKETING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-22
• S65 Uniform Investment Adviser Law Examination
  1999-10-19