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Xin He

Investment adviser representative at Wasatch Advisors LP
13 yearsExperience
1 stateRegistered in
CFADesignation
$23.3BFirm assets

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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

13 years in the industry.

  1. Wasatch Advisors LPMar 2013 to now

Designations

  • CFA

Exams passed

No exams in this record.

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
6972773
Firm CRD
106081
Advisor's SEC record (opens in a new tab)
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