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Karson Schrader

Investment adviser representative at Wasatch Advisors LP
10 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

10 years in the industry.

  1. Wasatch Advisors LPAug 2025 to now
  2. Wasatch Global InvestorsFeb 2025 to now
  3. Grandeur Peak Global AdvisorsAug 2018 to Feb 2025
  4. Silvercrest Asset ManagementMay 2018 to Aug 2018
  5. Brigham Young UniversityJan 2016 to Apr 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8112736
Firm CRD
106081
Advisor's SEC record (opens in a new tab)
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