SA
Satva Advisors Llc
State-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 334053
·
☆ Save with Pro
ADV data as of Mar 27, 2026
- Regulatory AUM
- $48.6M
- Discretionary
- $48.6M
- Clients
- 7
- Avg AUM / client
- $6.9M
- Accounts
- 18
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $283K | 0.58% |
| High net worth individuals | 2 | $19.9M | 40.9% |
| Investment companies | 3 | $28.4M | 58.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronica Sethi | Registered representative | Jun 2025 (1y) | ||
| Sripat Pandey | Registered representative | Jun 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 987 KB | 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗