Data / Investment advisers / Florida / Satovsky Asset Management LLC
Satovsky Asset Management LLC, West Palm Beach, FL: $975 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Satovsky Asset Management LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $975 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Satovsky Asset Management LLC (CRD number 143519): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143519
- SEC file number
- 801-68060
- SEC status
- Approved, effective June 25, 2007
- Main office
- 477 South Rosemary Ave. Suite 220, West Palm Beach, FL 33401
- Phone
- (212) 584-1900
- Regulatory AUM
- $974,765,900 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $938,950,897
- Non discretionary AUM
- $35,815,003
- Accounts
- 216
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 149 | $887.5 million |
| Individuals (other than high net worth individuals) | 56 | $46.4 million |
| Pension and profit sharing plans | 6 | $27.3 million |
| Corporations or other businesses | 4 | $9.2 million |
| Charitable organizations | 1 | $4.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $974.8 million | March 31, 2026 |
| December 1, 2025 | $843.7 million | July 10, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hobe Mountain Capital Management LLC | West Palm Beach | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Rizvi Traverse Management, LLC | West Palm Beach | $1.29 billion | 38 | adviserinfo.sec.gov |
| Ibex Wealth Advisors, LLC | West Palm Beach | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Whalerock Point Partners, LLC | West Palm Beach | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Palm Beach Capital Management III, LLC | West Palm Beach | $998.8 million | 15 | adviserinfo.sec.gov |
| Comvest Credit Managers, LLC | West Palm Beach | $956.8 million | 2 | adviserinfo.sec.gov |
| Harbor Advisors | West Palm Beach | $851.7 million | Not listed | adviserinfo.sec.gov |
| Aua Private Equity Partners, LLC | West Palm Beach | $841.8 million | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Satovsky Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.