SATOVSKY ASSET MANAGEMENT LLC
CRD #143519 SEC #801-68060 NEW YORK, NY 212-584-1900
SEC Registered
Total AUM
$843.7M
Discretionary
$35.1M
Employees
10
Clients
101
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $843.7M | $35.1M | $808.7M | 10 | 0 |
| Mar 2025 | $843.7M | $35.1M | $808.7M | 10 | 0 |
| Apr 2024 | $792.1M | $776.5M | $15.6M | 8 | 0 |
| Mar 2024 | $792.1M | $776.5M | $15.6M | 8 | 0 |
| Mar 2023 | $683.9M | $669.4M | $14.5M | 8 | 0 |
| Mar 2022 | $779.3M | $749.7M | $29.6M | 7 | 0 |
| Nov 2021 | $635.9M | $611.1M | $24.8M | 9 | 0 |
| Mar 2021 | $635.9M | $611.1M | $24.8M | 9 | 0 |
| Jul 2020 | $560.1M | $536.2M | $23.9M | 9 | 0 |
| Jun 2020 | $560.1M | $536.2M | $23.9M | 9 | 0 |
| Mar 2020 | $560.1M | $536.2M | $23.9M | 9 | 0 |
| Mar 2019 | $481.8M | $461.5M | $20.3M | 9 | 0 |
| Mar 2018 | $494.8M | $474.8M | $20M | 8 | 0 |
| Mar 2018 | $494.8M | $474.8M | $20M | 8 | 0 |
| Mar 2017 | $428.3M | $414.3M | $14M | 7 | 300 |
| Dec 2016 | $501.7M | $358.5M | $143.2M | 8 | 300 |
| May 2016 | $501.7M | $358.5M | $143.2M | 8 | 300 |
| Mar 2016 | $501.7M | $358.5M | $143.2M | 8 | 300 |
| Jul 2015 | $420.6M | $403M | $17.6M | 10 | 300 |
| Jul 2015 | $420.6M | $403M | $17.6M | 10 | 300 |
| Jul 2015 | $420.6M | $403M | $17.6M | 10 | 300 |
| May 2015 | $420.6M | $403M | $17.6M | 10 | 300 |
| Mar 2015 | $420.6M | $403M | $17.6M | 10 | 300 |
| Jan 2014 | $363.4M | $343.8M | $19.6M | 10 | 300 |
| Jul 2013 | $368.3M | $327.3M | $41M | 10 | 300 |
| Mar 2013 | $350M | $302.7M | $47.3M | 7 | 300 |
| Mar 2012 | $395.4M | $260.2M | $135.2M | 6 | 1,100 |
| Feb 2011 | $380M | $251.5M | $128.6M | 10 | -- |
| Jan 2011 | $327.1M | $224.3M | $102.7M | 10 | -- |
| Oct 2010 | $327.1M | $224.3M | $102.7M | 10 | -- |
| Jun 2010 | $327.1M | $224.3M | $102.7M | 10 | -- |
| Mar 2010 | $327.1M | $224.3M | $102.7M | 10 | -- |
| Mar 2010 | $327.1M | $224.3M | $102.7M | 10 | -- |
| Sep 2008 | $260M | $210M | $50M | 10 | -- |
| Sep 2007 | $217M | $191M | $26M | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
DateJul 2025
Total AUM$843.7M
Discretionary$35.1M
Non-Disc.$808.7M
Employees10
Clients0
DateMar 2025
Total AUM$843.7M
Discretionary$35.1M
Non-Disc.$808.7M
Employees10
Clients0
DateApr 2024
Total AUM$792.1M
Discretionary$776.5M
Non-Disc.$15.6M
Employees8
Clients0
DateMar 2024
Total AUM$792.1M
Discretionary$776.5M
Non-Disc.$15.6M
Employees8
Clients0
DateMar 2023
Total AUM$683.9M
Discretionary$669.4M
Non-Disc.$14.5M
Employees8
Clients0
DateMar 2022
Total AUM$779.3M
Discretionary$749.7M
Non-Disc.$29.6M
Employees7
Clients0
DateNov 2021
Total AUM$635.9M
Discretionary$611.1M
Non-Disc.$24.8M
Employees9
Clients0
DateMar 2021
Total AUM$635.9M
Discretionary$611.1M
Non-Disc.$24.8M
Employees9
Clients0
DateJul 2020
Total AUM$560.1M
Discretionary$536.2M
Non-Disc.$23.9M
Employees9
Clients0
DateJun 2020
Total AUM$560.1M
Discretionary$536.2M
Non-Disc.$23.9M
Employees9
Clients0
DateMar 2020
Total AUM$560.1M
Discretionary$536.2M
Non-Disc.$23.9M
Employees9
Clients0
DateMar 2019
Total AUM$481.8M
Discretionary$461.5M
Non-Disc.$20.3M
Employees9
Clients0
DateMar 2018
Total AUM$494.8M
Discretionary$474.8M
Non-Disc.$20M
Employees8
Clients0
DateMar 2018
Total AUM$494.8M
Discretionary$474.8M
Non-Disc.$20M
Employees8
Clients0
DateMar 2017
Total AUM$428.3M
Discretionary$414.3M
Non-Disc.$14M
Employees7
Clients300
DateDec 2016
Total AUM$501.7M
Discretionary$358.5M
Non-Disc.$143.2M
Employees8
Clients300
DateMay 2016
Total AUM$501.7M
Discretionary$358.5M
Non-Disc.$143.2M
Employees8
Clients300
DateMar 2016
Total AUM$501.7M
Discretionary$358.5M
Non-Disc.$143.2M
Employees8
Clients300
DateJul 2015
Total AUM$420.6M
Discretionary$403M
Non-Disc.$17.6M
Employees10
Clients300
DateJul 2015
Total AUM$420.6M
Discretionary$403M
Non-Disc.$17.6M
Employees10
Clients300
DateJul 2015
Total AUM$420.6M
Discretionary$403M
Non-Disc.$17.6M
Employees10
Clients300
DateMay 2015
Total AUM$420.6M
Discretionary$403M
Non-Disc.$17.6M
Employees10
Clients300
DateMar 2015
Total AUM$420.6M
Discretionary$403M
Non-Disc.$17.6M
Employees10
Clients300
DateJan 2014
Total AUM$363.4M
Discretionary$343.8M
Non-Disc.$19.6M
Employees10
Clients300
DateJul 2013
Total AUM$368.3M
Discretionary$327.3M
Non-Disc.$41M
Employees10
Clients300
DateMar 2013
Total AUM$350M
Discretionary$302.7M
Non-Disc.$47.3M
Employees7
Clients300
DateMar 2012
Total AUM$395.4M
Discretionary$260.2M
Non-Disc.$135.2M
Employees6
Clients1,100
DateFeb 2011
Total AUM$380M
Discretionary$251.5M
Non-Disc.$128.6M
Employees10
Clients--
DateJan 2011
Total AUM$327.1M
Discretionary$224.3M
Non-Disc.$102.7M
Employees10
Clients--
DateOct 2010
Total AUM$327.1M
Discretionary$224.3M
Non-Disc.$102.7M
Employees10
Clients--
DateJun 2010
Total AUM$327.1M
Discretionary$224.3M
Non-Disc.$102.7M
Employees10
Clients--
DateMar 2010
Total AUM$327.1M
Discretionary$224.3M
Non-Disc.$102.7M
Employees10
Clients--
DateMar 2010
Total AUM$327.1M
Discretionary$224.3M
Non-Disc.$102.7M
Employees10
Clients--
DateSep 2008
Total AUM$260M
Discretionary$210M
Non-Disc.$50M
Employees10
Clients--
DateSep 2007
Total AUM$217M
Discretionary$191M
Non-Disc.$26M
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--