Kartikeya Bhatt is a registered investment advisor at Wasatch Advisors LP, based in Salt Lake City, UT, with 15 years of industry experience. Kartikeya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 244 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wasatch Global Investors manages investments for mutual funds and separate accounts. Fees for mutual funds vary depending on the fund, ranging from 0.50% to 1.75% of assets managed annually. Separate account fees are based on a percentage of assets managed and can be negotiated depending on the account size and investment style. Some separate accounts may also have performance-based fees.
Location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kartikeya works as a client portfolio manager at Wasatch Advisors LP, focusing on asset management. This activity takes nearly full-time hours, including time for fund research, client communication, and business development.
Employment History
Current Registrations
Wasatch Advisors LP
Alps Distributors, INC.
Alps Distributors, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Piper Jaffray & CO.Broker
State Registrations53 states
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