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Kai Pan

Wasatch Advisors LP

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About Kai Pan

Kai Pan is an Investment Advisor Representative with Wasatch Advisors LP, a firm with offices in Salt Lake City, Utah. Kai specializes in advising investment companies, pension and profit sharing plans, and state or municipal government entities. Kai has been in the industry since 2010 and has a strong track record of success in portfolio management. Kai holds the Series 63, Series 65, Series 7, Series 86, and Series 87 licenses. Kai has previously worked for Morgan Stanley & Co. LLC.

Firm Information

Kai Pan is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kai Pan’s Registration & Firm History

UT

02/07/2023 - Present

Wasatch Advisors LP (Salt Lake City UT)

NY

04/26/2010 - 04/30/2019

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/28/2010

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 04/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kai Pan.
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