Sator Grove Management Company, Llc
- Regulatory AUM
- $904M
- Discretionary
- $904M
- Clients
- 2
- Avg AUM / client
- $452M
- Accounts
- 2
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $904M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $417M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sator Grove Holdings, Llc | Other Private Fund | Delaware | $275M | 105 |
| Sator Grove Cayman Holdings, Llc | Other Private Fund | Cayman Islands | $142M | 26 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Buhrman, Richard, John | Manager, Co Ceo | Nov 2021 (5y) | ≈ 18.75% – 50% via Kenosis Capital, Llc | |
| Buser, Paul, Michael | Manager, Co Ceo | Nov 2021 (5y) | ≈ 18.75% – 50% via Sempervirens Capital, Llc | |
| Dugard, Gregory, George | Manager, Coo, Cto, Cco | Jan 2022 (5y) | ≈ 7.5% – 25% via Calascio Capital, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kenosis Capital, Llc | Member | Jan 2023 | A | 25% – 50% |
| Sempervirens Capital, Llc | Member | Jan 2023 | A | 25% – 50% |
| Calascio Capital, Llc | Member | Jan 2023 | A | 10% – 25% |
Estimated effective ownership (look-through of filed bands):
- Buhrman, Richard, John: 75% – 100% of Kenosis Capital, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Buser, Paul, Michael: 75% – 100% of Sempervirens Capital, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Dugard, Gregory, George: 75% – 100% of Calascio Capital, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $417M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sator Grove Holdings, Llc | Other Private Fund | $275M | $5.0M | 105 |
| Sator Grove Cayman Holdings, Llc | Other Private Fund | $142M | $5.0M | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • EXPENSE REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗