Satovsky Asset Management LLC

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Assets, Funds, Holdings

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Satovsky Asset Management LLC
CRD #143519
SEC #801-68060
CIK #0001807288
AUM $683.9 MM (2023-03-28)
Employees 8 (62% Investors, 12% Brokers)
Phone212-584-1900
Address232 Madison Avenue
New York, NY 10016
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
80064048032016002005201120172024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 9.5
MSFT 1,918,222.4 3.0
GOOGL 1,475,138.5 1.5
IAU 1.3
GOOG 1,482,566.4 1.2
V 419,260.5 1.0
AMZN 1,092,997.8 1.0
TSLA 723,390.3 0.9
ED 33,346.2 0.5
CSCO 178,309.9 0.5
View All
Holdings by Sector ($MM)
3002401801206002021202220232024
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Sam Alpha Opportunity Fund I LP [2012-03-26] 1.8
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 99 42.2
(b) Individuals (high net worth individuals) 187 616.0
(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 7 12.6
(h) Charitable organizations 1 3.4
(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 9.6
(n) Other 0 0.0
Total 298 683.9
By Discretionary
Discretionary 292 669.4
Non-Discretionary 6 14.5
Total 298 683.9
By Non-United States Persons
Non-United States Persons 18.9
United States Persons 665.0
Total 298 683.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001807288]
Comparable Firms State AUM ($BB)
Matrix Capital Advisors LLC
IL 0.7
Covision Advisors LLC
NY 0.7
Robotti & Company Advisors LLC
NY 0.7
Dynasty Wealth Management LLC
FL 0.7
Synergy Asset Management LLC
WA 0.7
Skylands Capital LLC
WI 0.7
Anchor Capital Management Group Inc
CA 0.7
Drake Capital Advisors LLC
CT 0.7
Ninepointtwo Capital LLC
CA 0.7
Chesapeake Asset Management LLC
NY 0.7
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