Sator Grove Management Company, LLC

RIASEC RegisteredEst. 2022
Total AUM
$904M
Discretionary
$904M
100% of AUM
Avg account
$452M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
318780
Registered since
March 14, 2022
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sator Grove Management Company, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2022. The firm serves institutional clients and focuses on managing pooled investment vehicles; it does not present itself as a capital allocator. Its fee arrangements include performance-based components alongside other fee structures. The adviser is not identified as an active ESG investor and is not registered as a multistate adviser. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Richard Buhrman

    Richard Buhrman

    Co-Founder and Co-CEOCRD 7498659

  • Paul Buser

    Paul Buser

    Co-ceoCRD 4210233

  • Gregory Dugard

    Gregory Dugard

    Chief Operating OfficerCRD 7498663

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth