Sato Capital Management, LLC is a large advisory firm based in Florham Park. It manages $65 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Jersey.
Sato Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sato Capital Management, LLC is $65 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sato Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sato Capital Management, LLC performs its advisory services is located at 200 Park Place, Florham Park, NJ 07932 The mailing address of the firm is 200 Park Place, Florham Park, NJ 07932. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-822-0123 or by fax 973-822-3210. The normal business hours are 8am-6pm on Monday - Friday.