Satori Capital, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$542M
34% of AUM
Avg account
$108M
Accounts
15
Employees
33
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
161829
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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

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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth