Kartikeya G Bhatt

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

• 08/2016 → 09/2022
  Jp Morgan Chase Bank Na
  New York, NY
• 08/2016 → 09/2022
  Jp Morgan Securities Llc
  New York, NY
• 12/2022 → Present
  Alps Distributors, Inc.
  Denver, CO
• 10/2022 → Present
  Wasatch Advisors, Lp.
  Salt Lake City, UT

Other Businesses

WASATCH ADVISORS LP, INVESTMENT RELATED, 505 WAKARA WAY 3RD FL SALT LAKE CITY UT 84108, ASSET MANAGEMENT, CLIENT PORTFOLIO MANAGER, 10/2022, 160 HRS/MON, 130 HRS/MON DURING TRADING, FUND RESEARCH & ANALYSIS CLIENT COMMUNICATION BUSINESS DEVELOPMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-09
• S63 Uniform Securities Agent State Law Examination
  2007-06-25

Other Names

• Karti Bhatt
• Kartikeya Gaurang Bhatt