Satovsky Asset Management LLC
Satovsky Asset Management LLC is a registered investment advisory firm headquartered in New York, NY. Established to serve high-net-worth individuals and other investors, the firm offers personalized wealth management, investment planning, and portfolio strategy. As of 2025, the firm manages close to $844 million in regulatory assets and operates with around 10 employees, including a significant proportion of investment professionals.
Investment Strategy
Satovsky Asset Management LLC focuses on evidence-based investment strategies tailored to individual client needs, with an emphasis on long-term portfolio growth, risk management, and diversified asset allocation across public equities and fixed income. The firm designs customized investment solutions primarily for high-net-worth individuals, using a disciplined process to align client portfolios with their financial goals and risk tolerance.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 21.28% | $99.9M | 160,956 | $379.91 | $620.90 | +$7.6M |
V VTIP | VANGUARD MALVERN FDS | 16.46% | $77.3M | 1,537,781 | $47.51 | $50.27 | +$1.5M |
A AVUV | AMERICAN CENTY ETF TR | 12.02% | $56.5M | 619,902 | $69.65 | $91.10 | +$3.1M |
D DIHP | DIMENSIONAL ETF TRUST | 10.66% | $50.1M | 1,697,956 | $23.92 | $29.49 | +$4.7M |
D DUHP | DIMENSIONAL ETF TRUST | 9.71% | $45.6M | 1,281,835 | $29.85 | $35.56 | +$3.0M |