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Lydia Blandy Gaylord

Investment adviser representative at Wasatch Advisors LP
11 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

11 years in the industry.

  1. Alps Distributors, Inc.Dec 2021 to now
  2. Wasatch Advisors, LP.Sep 2021 to now
  3. Foreside Fund Services, LLCSep 2018 to Sep 2021
  4. Instar Management Inc.Sep 2018 to Sep 2021
  5. Ares Investor Services LLCJan 2015 to Aug 2018
  6. Ares Management LLCJan 2015 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2021

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
5454676
Firm CRD
106081
Advisor's SEC record (opens in a new tab)
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