Satovsky Asset Management LLC
● SEC registered since 2007CRD 143519SEC# 801-68060West Palm Beach, FL
Reg. AUM
$974.8M
Employees
12
Accounts
216
Location
West Palm Beach, FL
Satovsky Asset Management LLC assets under management
Satovsky Asset Management LLC is a registered investment adviser overseen by the SEC based in West Palm Beach, FL. The firm has been registered since 2007. It reports $974.8 million in regulatory assets under management and employs 12 people.
Satovsky Asset Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avi Zolaikhaian Berg Control | Cio/Coo | Under 5% | 2021 |
| Christine Lynn Lucero Control | Cco | Under 5% | 2016 |
| Jonathan Matthew Satovsky Control | Founder, Ceo, & Managing Member | Over 75% | 2007 |
Frequently asked questions
How much does Satovsky Asset Management LLC manage?
Satovsky Asset Management LLC reports $974.8 million in regulatory assets under management on its Form ADV.
How many employees does Satovsky Asset Management LLC have?
Satovsky Asset Management LLC reports 12 employees.
Where is Satovsky Asset Management LLC located?
Satovsky Asset Management LLC is based in West Palm Beach, FL and has been SEC-registered since 2007.
Does Satovsky Asset Management LLC disclose fund performance?
Satovsky Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 477 South Rosemary Ave., Suite 220, West Palm Beach, FL 33401 |
| Phone | 212-584-1900 |
| Fax | 646-934-6315 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$974.8M▲ 16%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,389 advisers
EmployeesTop 35%
More than 65% of 16,799 advisers
Assets under management
$974.8Mregulatory AUM
Discretionary $939MNon-discretionary $35.8M