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SATORI CAPITAL, LLC

CRD 161829File 801-74547
APPROVED
Custody
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.61B
Top 25% of cohort (national)
Discretionary AUM
$542.1M
Non-discretionary $1.07B
Clients
15
15 accounts
Employees
33
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Mar 30, 2012
Principal office
2501 N. HARWOOD STREET, SUITE 2001, DALLAS, TX, 75201
Phone
214-390-6270

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.61B
Discretionary AUM
$542.1M
Non-discretionary AUM
$1.07B
Discretionary accounts
9
Non-discretionary accounts
6
Total accounts
15
AUM per client
$107.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles15$1.61B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SEE ADV PART 2A RE PRIVATE EQUITY & SEEDED MANAGERS
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.