Catherine Kitty Swenson
Investment adviser representative at Wasatch Advisors LP
34 yearsExperience
1 stateRegistered in
$23.3BFirm assets
50 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Alps Distributors Inc.Jan 2003 to now
- Wasatch Advisors, LP.May 1992 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wasatch Advisors LP
$23.3BAssets managed
239Clients
41Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289597
- Firm CRD
- 106081