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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SATOVSKY ASSET MANAGEMENT LLC

CRD 143519

NEW YORK, NY

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:db46af7f-dc9b-34be-6434-c8d7b2577a8e

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Apr 16, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $975MItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $939M
Private client RAUM: $934MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $195Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 216
Individual clients: 56
High net worth clients: 149
Custody, client assets: $641M
SEC number: 801-68060
CRD: 143519
Filings on the tape: 31
First filed: Mar 26, 2012
Latest filed: Apr 16, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN MATTHEW SATOVSKY	Certified Financial Planner\|Chartered Financial Consultant	NEW YORK, NY	5	32	1	yes
Frank Torrone	Certified Financial Planner	NEW YORK, NY	4	10	n/a	no
AVI ZOLAIKHAIAN BERG	n/a	NEW YORK, NY	4	14	n/a	no
Christine Lynn Lucero	Certified Financial Planner	NEW YORK, NY	4	13	n/a	no
Bo Lan	n/a	NEW YORK, NY	4	11	n/a	no

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
SAM ALPHA OPPORTUNITY FUND I, LP	Hedge Fund	$1.3M	Jan 28, 2014	37	Mar 26, 2012	dropped	021-117175

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
BERG, AVI, ZOLAIKHAIAN	CIO/COO	Na	yes	09/2021	Apr 16, 2026	Apr 16, 2026
LUCERO, CHRISTINE, LYNN	Cco	Na	yes	05/2016	Apr 16, 2026	Apr 16, 2026
SATOVSKY, JONATHAN, MATTHEW	FOUNDER, CEO, & MANAGING MEMBER	E	yes	07/2007	Mar 26, 2012	Apr 25, 2024
SATOVSKY, STACEY, YAEL	Member	Na	yes	07/2007	Mar 26, 2012	Apr 25, 2024

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$975M	$939M	12	7	0	n/a	n/a
2024	Mar 27, 2025	$844M	$35.1M	10	5	0	n/a	n/a
2023	Mar 28, 2024	$792M	$777M	8	5	0	n/a	n/a
2022	Mar 28, 2023	$684M	$669M	8	5	0	n/a	n/a
2021	Mar 25, 2022	$779M	$750M	7	5	0	n/a	n/a
2020	Mar 19, 2021	$636M	$611M	9	5	0	n/a	n/a
2019	Mar 30, 2020	$560M	$536M	9	4	0	n/a	n/a
2018	Mar 29, 2019	$482M	$462M	9	4	0	n/a	n/a
2017	Mar 30, 2018	$495M	$475M	8	4	0	n/a	n/a
2016	Mar 31, 2017	$428M	$414M	7	3	n/a	n/a	n/a
2015	Mar 3, 2016	$502M	$359M	8	3	n/a	n/a	n/a
2014	Mar 19, 2015	$421M	$403M	10	3	n/a	n/a	n/a
2013	Jan 28, 2014	$363M	$344M	10	3	n/a	1	$1.3M
2012	Mar 26, 2013	$350M	$303M	7	3	n/a	1	$1.3M
2011	Mar 26, 2012	$395M	$260M	n/a	n/a	n/a	1	$1.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$975M	$844M	15.5%	$684M	12.5%	12	10	0	0

Relationships

Registered with (5)

← Bo LanAdvisorregistration: current employment
Jan 11, 2022 to presentfactForm ADV
← Christine Lynn LuceroAdvisorregistration: current employment
Oct 25, 2021 to presentfactForm ADV
← AVI ZOLAIKHAIAN BERGAdvisorregistration: current employment
Oct 5, 2021 to presentfactForm ADV
← Frank TorroneAdvisorregistration: current employment
Sep 28, 2021 to presentfactForm ADV
← JONATHAN MATTHEW SATOVSKYAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV

Controls (3)

← SATOVSKY, JONATHAN, MATTHEWOwnerFOUNDER, CEO, & MANAGING MEMBER, ownership code E, individual
Mar 26, 2012 to Apr 25, 2024factForm ADV
← SATOVSKY, STACEY, YAELOwnerMEMBER, ownership code NA, individual
Mar 26, 2012 to Apr 25, 2024factForm ADV
← LUCERO, CHRISTINE, LYNNOwnerCCO, ownership code NA, individual
May 23, 2016 to Apr 25, 2024factForm ADV

Owns (1)

← BERG, AVI, ZOLAIKHAIANOwnerCIO, ownership code NA, individual
Mar 25, 2022 to Apr 25, 2024factForm ADV

Advises (1)

→ SAM ALPHA OPPORTUNITY FUND I, LPPrivate fundHedge Fund, IA, no longer reported
Mar 26, 2012 to Jan 28, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db46af7f-dc9b-34be-6434-c8d7b2577a8e
First observed: Mar 26, 2012
Last observed: Apr 16, 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.

SATOVSKY ASSET MANAGEMENT LLC

CRD 143519

NEW YORK, NY

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:db46af7f-dc9b-34be-6434-c8d7b2577a8e

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN MATTHEW SATOVSKY

Certified Financial Planner|Chartered Financial Consultant

NEW YORK, NY

yes

Frank Torrone

Certified Financial Planner

NEW YORK, NY

n/a

AVI ZOLAIKHAIAN BERG

n/a

NEW YORK, NY

n/a

Christine Lynn Lucero

Certified Financial Planner

NEW YORK, NY

n/a

Bo Lan

n/a

NEW YORK, NY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SAM ALPHA OPPORTUNITY FUND I, LP

Hedge Fund

$1.3M

Jan 28, 2014

Mar 26, 2012

dropped

021-117175

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERG, AVI, ZOLAIKHAIAN

CIO/COO

yes

09/2021

Apr 16, 2026

LUCERO, CHRISTINE, LYNN

Cco

yes

05/2016

Apr 16, 2026

SATOVSKY, JONATHAN, MATTHEW

FOUNDER, CEO, & MANAGING MEMBER

yes

07/2007

Mar 26, 2012

Apr 25, 2024

SATOVSKY, STACEY, YAEL

Member

yes

07/2007

Mar 26, 2012

Apr 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$975M

$939M

n/a

2024

Mar 27, 2025

$844M

$35.1M

n/a

2023

Mar 28, 2024

$792M

$777M

n/a

2022

Mar 28, 2023

$684M

$669M

n/a

2021

Mar 25, 2022

$779M

$750M

n/a

2020

Mar 19, 2021

$636M

$611M

n/a

2019

Mar 30, 2020

$560M

$536M

n/a

2018

Mar 29, 2019

$482M

$462M

n/a

2017

Mar 30, 2018

$495M

$475M

n/a

2016

Mar 31, 2017

$428M

$414M

n/a

2015

Mar 3, 2016

$502M

$359M

n/a

2014

Mar 19, 2015

$421M

$403M

n/a

2013

Jan 28, 2014

$363M

$344M

n/a

$1.3M

2012

Mar 26, 2013

$350M

$303M

n/a

$1.3M

2011

Mar 26, 2012

$395M

$260M

n/a

$1.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$975M

$844M

15.5%

$684M

12.5%