|
⚲
|
| Keyboard |
| Satis Asset Management Ltd
✚
|
|
|---|---|
| CRD # | 336301 |
| SEC # | 801-134126 |
| CIK # | |
| AUM | 773.9 M (2026-06-30) |
| Employees | 17 (53% 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) | 494 | 145.6 |
| (b) Individuals (high net worth individuals) | 166 | 599.3 |
| (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 | 14 | 29.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,572 | 773.9 |
| By Discretionary | ||
| Discretionary | 348 | 224.1 |
| Non-Discretionary | 1,224 | 549.8 |
| Total | 1,572 | 773.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 691.2 | |
| United States Persons | 82.8 | |
| Total | 1,572 | 773.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 213800EK558UXJQ81372 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sycamore Financial Group Inc
✚
|
IN | 787.4 M |
|
Whelan Financial
✚
|
CA | 781.8 M |
|
New Vernon Wealth Management LLC
✚
|
IL | 781.0 M |
|
Wisdom Financial Services LLC
✚
|
IL | 779.2 M |
|
BCM Advisors LLC
✚
|
LA | 775.7 M |
|
North Point Portfolio Managers Corporation
✚
|
OH | 773.3 M |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 771.2 M |
|
Drucker Wealth 30 LLC
✚
|
771.2 M | |
|
Kraft Davis & Associates LLC
✚
|
MO | 768.5 M |
|
Jeppson Wealth Management LLC
✚
|
CA | 763.2 M |