SATYA INVESTMENT MANAGEMENT, LLC

Overview

Satya Investment Management, LLC is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and concentrates its playbook on equity exposure, with a notable tilt toward non-exchange traded equities. Client relationships are discretionary and tailored, reflecting the low client count and relatively large per-client asset levels. Satya does not market itself as an ESG-focused manager, and it does not present as a multi-state or pension consultant adviser. Investment activity centers on direct equity exposure—both public and private-style positions—supplemented by mutual funds for broader market access and diversification. Given the concentration in unlisted or non-exchange traded equity instruments, the firm appears comfortable managing positions that carry liquidity constraints and require bespoke oversight and due diligence.

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Investments & Alternatives

Location & Offices