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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Haddaway

    James Haddaway

    Satori Alpha / XL Managing Partner & CIOCRD 5146185

Contacts

3 of 4
  • Sunny Vanderbeck

    Sunny Vanderbeck

    Co-Founder and Managing PartnerCRD 6033347

  • Edmund Burke

    Edmund Burke

    PrincipalCRD 6033345

  • John Grafer

    John Grafer

    Partner, Private EquityCRD 4441305

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth