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| Happy Holidays!! thanks for using AUM13F!! |
| Satis Asset Management Ltd
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|---|---|
| CRD # | 336301 |
| SEC # | 801-134126 |
| CIK # | |
| AUM | $586.2 M (2025-07-08) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 4402038409970 |
| Address | 45 Pall Mall London, United Kingdom |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 141.3 |
| (b) Individuals (high net worth individuals) | 170 | 444.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,346 | 586.2 |
| By Discretionary | ||
| Discretionary | 190 | 109.0 |
| Non-Discretionary | 1,156 | 477.2 |
| Total | 1,346 | 586.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 561.2 | |
| United States Persons | 25.0 | |
| Total | 1,346 | 586.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.6 |
|
Gerber LLC
✚
|
OH | 0.6 |
|
VSM Wealth Advisory LLC
✚
|
MD | 0.6 |
|
Dream Capital Advisors LLC
✚
|
IL | 0.6 |
|
Weber Asset Management Inc
✚
|
NY | 0.6 |
|
Elevation Wealth Partners LLC
✚
|
CA | 0.6 |
|
Encompass More Asset Management LLC
✚
|
CA | 0.6 |
|
ACT Two Investors LLC
✚
|
0.6 | |
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |