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| Happy Holidays!! thanks for using AUM13F!! |
| Satovsky Asset Management LLC
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| CRD # | 143519 |
| SEC # | 801-68060 |
| CIK # | 0001807288 |
| AUM | $843.7 M (2025-07-10) |
| Employees | 10 (50% Investors, 20% Brokers) |
| Phone | 212-584-1900 |
| Address | 149 Spring Street New York, NY 10012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.0 | ||
| Microsoft Corp | 4.8 | ||
| Alphabet Inc | 2.6 | ||
| Alphabet Inc | 2.2 | ||
| iShares Comex Gold Trust | 2.0 | ||
| Amazon Com Inc | 2.0 | ||
| VISA Inc | 1.4 | ||
| Facebook Inc | 1.1 | ||
| Tesla Motors Inc | 0.7 | ||
| Marriott International Inc /MD/ | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sam Alpha Opportunity Fund I LP | [2012-03-26] | 1.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 31.3 |
| (b) Individuals (high net worth individuals) | 150 | 772.0 |
| (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 | 9 | 25.1 |
| (h) Charitable organizations | 1 | 3.9 |
| (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 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 843.7 |
| By Discretionary | ||
| Discretionary | 206 | 35.1 |
| Non-Discretionary | 6 | 808.7 |
| Total | 212 | 843.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.3 | |
| United States Persons | 813.4 | |
| Total | 212 | 843.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001807288] |
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