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Adviser Profile

As of Date 03/11/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 3/14/2022
AUM* 448,275,053 2.36%
of that, discretionary 448,275,053 2.36%
Private Fund GAV* 416,786,303 -4.83%
Avg Account Size 224,137,527 2.36%
SMA’s No
Private Funds 2
Contact Info 574 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
438M 375M 313M 250M 188M 125M 63M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$416,786,303

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Brochure Summary

Overview

Sator Grove Management primarily provides customized investment advisory services to pooled investment funds (each, a “Fund” or a “Client”, and collectively, the “Funds” or the “Clients”). The Funds advised by the Investment Manager include: 1) Sator Grove Holdings, LLC, a Delaware limited liability company (“Sator Grove Delaware”); and 2) Sator Grove Cayman Holdings, LLC, a limited liability company organized under the laws of the Cayman Islands (“Sator Grove Cayman”). Kenosis Capital, LLC, a Florida limited liability company (“Kenosis”), Sempervirens Capital, LLC, a Florida limited liability company (“Sempervirens”), and Calascio Capital, LLC, a Florida limited liability company (“Calascio”), collectively own Sator Grove Management in its entirety. Kenosis is wholly owned by Rick Buhrman. Sempervirens is wholly owned by Paul Buser. Calascio is wholly owned by Greg Dugard. Rick Buhrman, Paul Buser and Greg Dugard are employees and managers of Sator Grove Management, are control persons of Sator Grove Management and indirectly own 100% of Sator Grove Management in aggregate. Sator Grove Management has
the flexibility to advise the investment by the Funds in any sector or geography. Sator Grove Management investment strategy is focused on growth. Its method of analysis places a disproportionate focus on discerning the character and quality of key personnel and underwrites to a time horizon that is unusually long, in many cases well beyond 10 years. Generally, Sator Grove Management invests Client’s assets in U.S. domestic or international public or private corporations, partnerships, joint ventures, real estate, limited liability companies, investment funds or other entities. Investment decisions and advice with respect to the Funds will be subject to each Funds’ investment objectives and guidelines, set forth in their respective fund offering documents. Sator Grove Management does not tailor advisory services to the individual needs of Fund investors. Sator Grove Management was founded in 2021 and is owned indirectly by Greg Dugard, Paul Buser and Rick Buhrman. As of December 31, 2023, Sator Grove Management managed approximately $448 million on behalf of two Clients, all of which is discretionary.