AdvisorCensus / Financial advisors / Sator Grove Management Company, LLC
Sator Grove Management Company, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.
Quick answers
From the filingHow is Sator Grove Management Company, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Sator Grove Management Company, LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Is Sator Grove Management Company, LLC registered with the SEC or a state?
Sator Grove Management Company, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318780.
How much does Sator Grove Management Company, LLC manage?
Sator Grove Management Company, LLC reports $1,052,879,401 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).
How have Sator Grove Management Company, LLC's assets and staff changed since 2022?
In the Form ADV data for Sator Grove Management Company, LLC: Regulatory assets under management: $309,200,000 in the October 2022 data and $1,052,879,401 in the October 2026 data, up 241%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sator Grove Management Company, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does Sator Grove Management Company, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318780
What changed in Sator Grove Management Company, LLC's recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $903,877,433 to $1,052,879,401 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,052,879,401 as of October 2026, filing dated August 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,052,879,401 | 3 | August 14, 2026 |
| October 2025 | $700,501,750 | 3 | July 14, 2025 |
| October 2024 | $448,275,053 | 3 | March 11, 2024 |
| October 2023 | $437,952,500 | 3 | March 22, 2023 |
| October 2022 | $309,200,000 | 3 | February 9, 2022 |
Regulatory assets under management: $309,200,000 in the October 2022 data and $1,052,879,401 in the October 2026 data, up 241%.
Total employees: 3 in October 2022 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Regulatory assets under management went from $903,877,433 to $1,052,879,401 (+16%).
- April 2026
- Regulatory assets under management went from $700,501,750 to $903,877,433 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sator Grove Management Company, LLC (CRD 318780): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sator-grove-management-company-llc-318780