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Paul Spencer Lambert

Wasatch Advisors LP

Salt Lake City, UT

CRD 4027152

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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:

Current Employers
Wasatch Advisors Lp

505 Wakara Way 3Rd Floor, Salt Lake City, UT 84108 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2005-12-13
  • UT RA
    APPROVED
    Since 2005-12-13

Branch Locations

505 Wakara Way, 3Rd Floor, Salt Lake City, UT 84108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wasatch Advisors Lp Salt Lake City UT 03/2000 Present
Other Businesses

LAMBERT BROTHERS, INC.; NOT INVESTMENT RELATED; 13018 SOUTH HUNTER HOLLOW WAY, DRAPER, UT 84020; VENDING MACHINES; PRESIDENT; 07/1999; ZERO HOURS DEVOTED; ZERO HOURS DEVOTED DURING TRADING HOURS; NO CURRENT DUTIES. (50% EQUITY OWNER - NO DUTIES/RESPONSIBILITIES).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-02
S63 Uniform Securities Agent State Law Examination 1999-11-29
  • S65 Uniform Investment Adviser Law Examination
    2005-12-02
  • S63 Uniform Securities Agent State Law Examination
    1999-11-29

View on SEC IAPD

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