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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

SATURN FIVE ADVISORS LLC

CRD 322348

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71e98b24-ba90-b0bd-4370-858256b816ff

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 2
Observed: Sep 30, 2022 to Mar 26, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Saturn Five Advisors LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Saturn Five Advisors LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $556MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $556M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 21
Private funds: 22Schedule D 7.B(1)
Custody, client assets: $556M
SEC number: 801-126812
CRD: 322348
Filings on the tape: 7
First filed: Sep 30, 2022
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, CO
Website: saturnfive.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SATURN FIVE FRONTIER I, LLC	Private Equity Fund	$90.0M	Mar 28, 2024	215	Sep 30, 2022	reported	021-424534
SATURN FIVE LLC	Private Equity Fund	$83.2M	Mar 28, 2024	41	Sep 30, 2022	reported	021-289597
SATURN FIVE ALPHA LLC	Private Equity Fund	$34.0M	Mar 28, 2024	87	Sep 30, 2022	reported	021-359078
SATURN FIVE FRONTIER II, LLC	Private Equity Fund	$12.6M	Mar 28, 2024	78	Sep 30, 2022	reported	021-424535
SATURN FIVE ALPHA QUALIFIED LLC	Private Equity Fund	$12.2M	Mar 28, 2024	40	Sep 30, 2022	reported	n/a
SATURN FIVE OPPORTUNITY FUND LLC	Private Equity Fund	$8.6M	Mar 28, 2024	33	Sep 30, 2022	reported	021-357036
OVERMATCH FUND I LLC	Private Equity Fund	$3.9M	Mar 28, 2024	51	Mar 28, 2024	reported	021-499465

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Anderson, Maxwell, Frederick	Manager	D	yes	06/2017	Sep 30, 2022	Mar 28, 2024
JASCHKE, LEO, EDWARD	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Sep 30, 2022	Mar 28, 2024
Loomis, Evan, Matthew	Manager	D	yes	06/2017	Sep 30, 2022	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OVERMATCH HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a
SATURN FIVE CONTROL LLC	n/a	n/a	n/a	N	yes	n/a
SATURN FIVE HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$556M	$556M	21	3	22	n/a
2024	Mar 27, 2025	$402M	$402M	13	3	15	n/a
2023	Mar 28, 2024	$279M	$279M	8	3	7	$245M
2022	Mar 10, 2023	$170M	$170M	6	3	6	$170M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$556M	$402M	38.4%	$170M	48.4%	21	13	0	0

Relationships

Advises (7)

→ SATURN FIVE ALPHA QUALIFIED LLCPrivate fundPrivate Equity Fund, IA
Sep 30, 2022 to presentfactForm ADV
→ SATURN FIVE LLCPrivate fundPrivate Equity Fund, IA
Sep 30, 2022 to presentfactForm ADV
→ SATURN FIVE ALPHA LLCPrivate fundPrivate Equity Fund, IA
Sep 30, 2022 to presentfactForm ADV
→ SATURN FIVE OPPORTUNITY FUND LLCPrivate fundPrivate Equity Fund, IA
Sep 30, 2022 to presentfactForm ADV
→ SATURN FIVE FRONTIER II, LLCPrivate fundPrivate Equity Fund, IA
Sep 30, 2022 to presentfactForm ADV
→ OVERMATCH FUND I LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ SATURN FIVE FRONTIER I, LLCPrivate fundPrivate Equity Fund, IA
Sep 30, 2022 to presentfactForm ADV

Controls (3)

← JASCHKE, LEO, EDWARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 30, 2022 to Mar 28, 2024factForm ADV
← Loomis, Evan, MatthewOwnerMANAGER, ownership code D, individual
Sep 30, 2022 to Mar 28, 2024factForm ADV
← Anderson, Maxwell, FrederickOwnerMANAGER, ownership code D, individual
Sep 30, 2022 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Saturn Five Advisors Llc reported RAUM $556.1M, up 38% from $401.8M (2025-03-27 to 2026-03-26)
Form ADVobserved 6 days ago
$154M
Occurred
Mar 27, 2025
Regulatory AUM changed
Saturn Five Advisors Llc reported RAUM $401.8M, up 44% from $279.0M (2025-01-09 to 2025-03-27)
Form ADVobserved 6 days ago
$123M
Occurred
Mar 28, 2024
Regulatory AUM changed
Saturn Five Advisors Llc reported RAUM $279.0M, up 64% from $170.2M (2023-11-15 to 2024-03-28)
Form ADVobserved 6 days ago
$109M
Occurred
Sep 30, 2022
First Form ADV filing
Saturn Five Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71e98b24-ba90-b0bd-4370-858256b816ff
First observed: Sep 30, 2022
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SATURN FIVE ADVISORS LLC

CRD 322348

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71e98b24-ba90-b0bd-4370-858256b816ff

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SATURN FIVE FRONTIER I, LLC

Private Equity Fund

$90.0M

Mar 28, 2024

215

Sep 30, 2022

reported

021-424534

SATURN FIVE LLC

Private Equity Fund

$83.2M

Mar 28, 2024

Sep 30, 2022

reported

021-289597

SATURN FIVE ALPHA LLC

Private Equity Fund

$34.0M

Mar 28, 2024

Sep 30, 2022

reported

021-359078

SATURN FIVE FRONTIER II, LLC

Private Equity Fund

$12.6M

Mar 28, 2024

Sep 30, 2022

reported

021-424535

SATURN FIVE ALPHA QUALIFIED LLC

Private Equity Fund

$12.2M

Mar 28, 2024

Sep 30, 2022

reported

n/a

SATURN FIVE OPPORTUNITY FUND LLC

Private Equity Fund

$8.6M

Mar 28, 2024

Sep 30, 2022

reported

021-357036

OVERMATCH FUND I LLC

Private Equity Fund

$3.9M

Mar 28, 2024

reported

021-499465

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Anderson, Maxwell, Frederick

Manager

yes

06/2017

Sep 30, 2022

Mar 28, 2024

JASCHKE, LEO, EDWARD

CHIEF COMPLIANCE OFFICER

yes

07/2022

Sep 30, 2022

Mar 28, 2024

Loomis, Evan, Matthew

Manager

yes

06/2017

Sep 30, 2022

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OVERMATCH HOLDINGS LLC

n/a

yes

n/a

SATURN FIVE CONTROL LLC

n/a

yes

n/a

SATURN FIVE HOLDINGS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$556M

n/a

2024

Mar 27, 2025

$402M

n/a

2023

Mar 28, 2024

$279M

$245M

2022

Mar 10, 2023

$170M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$556M

$402M

38.4%

$170M

48.4%