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Michael Kimball Valentine

Wasatch Advisors LP

Salt Lake City, UT

CRD 6971453

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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 2018-12-17
  • UT RA
    APPROVED
    Since 2018-12-17

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 09/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-16
  • S65 Uniform Investment Adviser Law Examination
    2018-12-16
Other Names
  • Michael Valentine

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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