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| Satovsky Asset Management LLC
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|---|---|
| CRD # | 143519 |
| SEC # | 801-68060 |
| CIK # | 0001807288 |
| AUM | 974.8 M (2026-04-16) |
| Employees | 12 (58% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-584-1900 |
| Address | 149 Spring Street New York, NY 10012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.6 | ||
| Alphabet Inc | 4.3 | ||
| Microsoft Corp | 3.6 | ||
| Alphabet Inc | 3.4 | ||
| iShares Comex Gold Trust | 2.7 | ||
| Amazon Com Inc | 1.6 | ||
| Visa Inc | 1.2 | ||
| Facebook Inc | 0.9 | ||
| Tesla Motors Inc | 0.8 | ||
| Marriott International Inc /MD/ | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sam Alpha Opportunity Fund I LP | [2012-03-26] | 1.8 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 46.4 |
| (b) Individuals (high net worth individuals) | 149 | 887.5 |
| (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 | 6 | 27.3 |
| (h) Charitable organizations | 1 | 4.3 |
| (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 | 4 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 974.8 |
| By Discretionary | ||
| Discretionary | 210 | 939.0 |
| Non-Discretionary | 6 | 35.8 |
| Total | 216 | 974.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 32.5 | |
| United States Persons | 942.3 | |
| Total | 216 | 974.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001807288] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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