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 SEC-registered investment adviser organized as an LLC that focuses on managing pooled investment vehicles for institutional clients. The firm was registered in 2022 and operates under a fee model that includes performance-based fees alongside other fee arrangements, indicating compensation tied to fund performance rather than strictly asset-based billing. Sator Grove does not identify as an ESG-focused investor and is not structured as a multi-state adviser or pension consultant. Its advisory activity centers on portfolio management for pooled vehicles, suggesting a fund-driven, institutional approach to allocating capital.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • RICHARD BUHRMAN

    Co-Founder and Co-CEOCRD 7498659

  • PAUL BUSER

    Co-CEOCRD 4210233

  • 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

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth