# SATOVSKY ASSET MANAGEMENT LLC

SATOVSKY ASSET MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 143519
- Type: SEC-registered investment adviser
- SEC file number: 801-68060
- Location: 149 SPRING STREET, FLOOR 4, NEW YORK, NY, 10012
- Phone: 212-584-1900
- Latest filing: 2026-04-16
- Regulatory AUM: $974.8M
- Discretionary AUM: $939.0M
- Non-discretionary AUM: $35.8M
- Clients: 12
- Accounts: 216

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Matthew Satovsky | FOUNDER, CEO, & MANAGING MEMBER | — |
| Christine Lynn Lucero | CCO | — |
| Avi Zolaikhaian Berg | CIO/COO | — |
| PARK JOANNE JUNGMIN | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/CHIEF OPERATING OFFICER | — |
| SATOVSKY STACEY YAEL | COUNSEL; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (CCO); MEMBER (+2 more) | — |
| SATOVSKY JONATHAN MATTHEW | CHAIRMAN; FOUNDER, CEO, & MANAGING MEMBER; MANAGING MEMBER (+2 more) | — |
| PERL MALI GITTEL | CHIEF COMPLIANCE OFFICER (CCO) | — |
| ROUX JEREMI | CHIEF COMPLIANCE OFFICER | — |
| SHAHMANESH JANE | CHIEF COMPLIANCE OFFICER | — |
| LUCERO CHRISTINE LYNN | CCO | — |
| BERG AVI ZOLAIKHAIAN | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143519/similar
- Related entities: https://search.stillhousedata.com/firm/143519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143519

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.