Sator Grove Management Company, LLC

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$526M
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 SEC-registered institutional registered investment adviser organized as an LLC and first registered in 2022. The firm serves institutional clients and focuses on managing pooled investment vehicles; its stated advisory activity is portfolio management for pooled funds. Its fee schedule includes performance-based fees alongside other fee arrangements. Sator Grove is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth