Satovsky Asset Management

Satovsky Asset Management

Jonathan Satovsky launched the firm in 2007 from his prior wealth advisory practice. It functions as a multi-family office serving high-net-worth individuals and multigenerational families with coordinated services that include tax-efficient portfolio construction and philanthropic guidance. The firm allocates across equities, fixed income, real estate, commodities, hedge funds, and digital assets. Confirmed holdings include positions in iShares Core S&P 500 ETF, iShares Gold Trust, and SAM Alpha Opportunity Fund I LP. Geographic exposure centers on North America with additional international equity holdings through Dimensional and Vanguard vehicles. The firm participates in fund commitments and maintains direct equity positions in technology names such as Apple and Microsoft. Assets under management stand at approximately $1 billion. The firm maintains a single New York office and holds memberships in the Foundation for Financial Planning Founders Society and Worth Media Worthy 100. September 2025: Recognized as Excellence Awardee for RIA Team of the Year at the InvestmentNews Awards. Satovsky Asset Management operates its own SAM Alpha Opportunity Fund I LP as an internal vehicle. This structure allows direct ownership of operating businesses alongside external fund commitments and ETF holdings, creating a hybrid model that blends proprietary vehicles with third-party manager selection.