Daniel Aloisio
Investment adviser representative at Wasatch Advisors LP
12 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
12 years in the industry.
- Wasatch Advisors LPMay 2026 to now
- Wasatch Global InvestorsJul 2022 to now
- Dja Research LLCSep 2020 to Jul 2022
- Bridgewater AssociatesJul 2014 to Sep 2020
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
- 8264525
- Firm CRD
- 106081