Satori Capital, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 161829
- Registered since
- March 30, 2012
- Website
- www.satoricapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Satori Capital, LLC is an SEC-registered investment manager organized as an LLC and active since 2012. The firm operates as a multi-strategy manager with both hedge fund and private equity activity, positioning itself as a capital allocator that serves institutional clients. Its business footprint includes commodity pool operator/commodity trading advisor (CPO/CTA) functions and portfolio management for pooled investment vehicles. Fee arrangements include a percentage-of-AUM component plus performance-based fees and other custom fee structures. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JAMES HADDAWAY
Satori Alpha / XL Managing Partner & CIOCRD 5146185
Contacts
3 of 4SUNNY VANDERBECK
Co-Founder and Managing PartnerCRD 6033347
EDMUND BURKE
PrincipalCRD 6033345
JOHN GRAFER
Partner, Private EquityCRD 4441305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2501 N Harwood St
- Time zone
- CT (UTC-6)
- Office locations
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