Satovsky Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 16, 2026, reports $975M in regulatory assets under management, 12 employees, and 216 accounts.
Assets Under Management
$975M
Employees
12
Offices
--
Total Clients
216
Primary office
NEW YORK, NY
149 SPRING STREET, FLOOR 4, NEW YORK, NY, United States
Top client segmentHNWI represent 69.0% of total clients.
Top client categories% of clientsClients
1
HNWI
69.0%
149
2
Individuals
25.9%
56
3
Pension Plans
2.8%
6
4
Corporations
1.9%
4
5
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$975Mas of April 16, 2026
Discretionary96.3%
$939M
96% of total RAUM96.3%
Non-discretionary3.7%
$36M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$975M
Total Accounts216
10Y AUM Change+$546M (+127.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee18:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.