Investment adviser · CRD 143519

SATOVSKY ASSET MANAGEMENT LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 16, 2026

Regulatory AUM: $975M
Client accounts: 216
Employees: 12
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	149	$887,539,258	91.1%
Individuals	56	$46,429,565	4.8%
Retirement plans	6	$27,301,669	2.8%
Corporations & businesses	4	$9,224,942	0.9%
Charities	1	$4,270,466	0.4%

Filing source

Form ADV 2095688 · Apr 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAM ALPHA OPPORTUNITY FUND I, LPHedge Fund · Last reported Jan 28, 2014$1.3MGross asset value

Fund administrator PRICE MEADOWS INCORPORATED SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MCGLADREY & PULLEN L.P. NEW YORK, New York, United States

Custodian FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. COVINGTON, Kentucky, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
SEC 8-35097

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-6398177675
Reported beneficial owners: 37
Minimum commitment: $250K
Form D file number: 021-117175

Form ADV 781530 · Jan 28, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

149 SPRING STREET, FLOOR 4
NEW YORK, NY, 10012, United States

CRD 143519

Filing source

Form ADV 2095688 · Apr 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.