Satva Advisors LLC

Overview

Satva Advisors LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management and financial planning for individuals, families and small-business clients. Its investment approach centers on liquid, publicly traded equities—implemented primarily through separately managed accounts—while also keeping the capability to add third-party alternative exposures where appropriate. Satva charges a percentage-of-AUM advisory fee and does not position itself as a pension consultant, multi-state adviser or ESG specialist. The client mix includes high-net-worth individuals and small institutions. Investment decision-making appears centered on tailored equity allocations and tax-aware portfolio construction suitable for concentrated or personalized mandates rather than a mass-marketed model portfolio platform.

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Public Holdings

Investments & Alternatives

Location & Offices