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 a privately held LLC that has been SEC-registered since 2012 and targets institutional clients. The firm operates as a multi-strategy manager, running both private equity and hedge fund strategies while also functioning as a capital allocator to third-party funds. Satori performs portfolio management for pooled investment vehicles and is identified as a CPO/CTA in its business activities. Its fee mix includes asset-based charges plus performance-based fees and other arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 1
James Haddaway
Satori Alpha / XL Managing Partner & CIOCRD 5146185
Contacts
3 of 4
Sunny 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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