# Satovsky Asset Management

Satovsky Asset Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 232 Madison Avenue Suite 400, New York, NY, United States
- **Founded:** 2007
- **Assets under management:** 1000 (Altss estimate)
- **Website:** satovsky.com
- **LinkedIn:** https://www.linkedin.com/company/satovsky-asset-management-llc

## Regulatory record

- **CRD number:** 143519
- **SEC file number:** 801-68060
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143519

## About

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.

## Sectors

- FinTech
- Digital Assets
- Media & Entertainment

## People

- Jonathan Satovsky — Founder and CEO
- Gary Davis Jr. — Chief Operating Officer and Chief Compliance Officer
- Christine Lucero — Wealth Advisor

## Questions

### Who runs investment decisions at Satovsky Asset Management?

Jonathan Satovsky serves as Founder and CEO. Gary Davis Jr. acts as Chief Operating Officer and Chief Compliance Officer. Christine Lucero contributes as Wealth Advisor.

### Does Satovsky Asset Management participate in fund commitments or only direct deals?

The firm uses both approaches. It maintains fund commitments to hedge funds and secondaries while holding direct equity positions and its own SAM Alpha Opportunity Fund I LP.

### What investment stages does Satovsky Asset Management typically target?

The firm maintains a 10-year investment horizon. Allocations span public equities, ETFs, real estate, commodities, and digital assets without a single-stage focus.

### How does Satovsky Asset Management source proprietary deal flow?

The firm relies on its network of service providers including Fidelity Investments as custodian and MarketCounsel as legal counsel. Conference participation and professional memberships supplement sourcing.

## Related profiles

- [Prime Asia Asset Management](https://altss.com/profile/prime-asia-asset-management)
- [Ullman Wealth Management](https://altss.com/profile/ullman-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/satovsky-asset-management

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