# 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.

- CRD: 318780
- Filed as: SATOR GROVE MANAGEMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318780
- AdvisorCensus page: https://advisorcensus.com/firm/sator-grove-management-company-llc-318780

## Quick answers

**How 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

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,052,879,401
- Discretionary: $1,052,879,401
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,052,879,401 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Anna Maria, FL

### Websites listed on Form ADV (Item 1.I)
- [satorgrove.com](https://satorgrove.com)
- LinkedIn @sator-grove-holdings

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $309,200,000 | 3 | February 9, 2022 |
| October 2023 | $437,952,500 | 3 | March 22, 2023 |
| October 2024 | $448,275,053 | 3 | March 11, 2024 |
| October 2025 | $700,501,750 | 3 | July 14, 2025 |
| October 2026 | $1,052,879,401 | 3 | August 14, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sator Grove Management Company, LLC (CRD 318780): Form ADV filing data as of October 2026.