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Nakul Chaturvedi

Wasatch Advisors LP

Salt Lake City, UT

CRD 4836023

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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 2024-08-01
  • UT RA
    APPROVED
    Since 2024-08-01

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 Global Investors New York City NY 04/2024 Present
Brown Brothers Harriman New York City NY 12/2018 04/2024
Wasatch Advisors Salt Lake City UT 05/2018 11/2018
Voya Investment Management New York City NY 07/2009 04/2018
  • 04/2024 → Present
    Wasatch Global Investors
    New York City, NY
  • 12/2018 → 04/2024
    Brown Brothers Harriman
    New York City, NY
  • 05/2018 → 11/2018
    Wasatch Advisors
    Salt Lake City, UT
  • 07/2009 → 04/2018
    Voya Investment Management
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-31
  • S65 Uniform Investment Adviser Law Examination
    2024-07-31

View on SEC IAPD

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