SATOVSKY ASSET MANAGEMENT LLC
C35
CRD 143519·SEC 801-68060·NEW YORK, NY
AUM
$974.8M
$500M-$1B
Est. Revenue
$9.7M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $481.8M
'21 · $560.1M
'22 · $635.9M
'23 · $779.3M
'25 · $843.7M
'26 · $974.8M
'20'26
$481.8M → $974.8M▲ +102%
Client mix
| Individuals High Net Worth | 149 |
| Individuals Other | 56 |
| Pension Profit Sharing Plans | 6 |
| Corporations | 4 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 7 advisors
'20'26
4 advisors → 7 advisors▲ +75%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
149 SPRING STREETFLOOR 4NEW YORK, NY 10012
Business
149 SPRING STREETFLOOR 4NEW YORK, NY 10012
Edgar Recent Filings
13F-HR2026-05-14 · 0001214659-26-006186
13F-HR2026-02-13 · 0001214659-26-001692