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SATOR GROVE MANAGEMENT COMPANY, LLC

· CRD 318780 · IAPD ↗ · 574-329-3054

$1.05BRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
September 2026 — SATOR GROVE MANAGEMENT COMPANY, LLC crossed $1B in regulatory AUM ($903.9M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2026 — SATOR GROVE MANAGEMENT COMPANY, LLC reported RAUM up 29% ($700.5M -> $903.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — SATOR GROVE MANAGEMENT COMPANY, LLC crossed $500M in regulatory AUM ($448.3M -> $685.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2024 — SATOR GROVE MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.