About Sator Grove Holdings
Sator Grove Holdings is a Financial Services company based in South Bend (United States) founded in 2020. Diversified investments are managed by Sator Grove Holdings. Sator Grove Holdings has raised $321.18 million across 2 funding rounds. Sator Grove Holdings offers products and services including Investment Management, Asset Allocation, and Portfolio Management. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Sator Grove Holdings was founded in 2020 as a diversified investment management firm based in South Bend, United States. Operations focus on managing a range of investment portfolios across various sectors. Services include asset allocation, risk assessment, and portfolio oversight for institutional and private clients. Geographic emphasis remains on the U.S. market, with strategies adapted to economic conditions in the region.
- Headquarters South Bend, United States
- SectorsFinancial Services
- Website satorgrove.com
- Social LinkedIn
- Total Equity Funding$321.18M (USD)
in 2 rounds
- Latest Funding Round$125M (USD), Series D
Sep 2022
Products & Services of Sator Grove Holdings
Sator Grove Holdings offers a comprehensive portfolio of products and services, including Investment Management, Asset Allocation, and Portfolio Management.
Services for growing and preserving wealth through asset strategies.
Strategy to distribute investments across assets for optimal returns.
Ongoing management of investment portfolios to meet financial goals.
Funding Insights of Sator Grove Holdings
Sator Grove Holdings has successfully raised a total of $321.18M across 2 strategic funding rounds. The most recent funding activity was a Series D round of $125 million completed in September 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $321.18M
- Total Rounds 2
- Last Round Series D — $125M
- First Round $196.18M
(Mar 2021)
All 2 funding rounds of Sator Grove Holdings with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2022 | $125M | Series D | – | – | – |
| Mar 2021 | $196.18M | Series D | – | – | – |
Timeline of Sator Grove Holdings
3 dated milestones of Sator Grove Holdings across 2 years, from founding to its latest funding, stage changes and deals.
- Founded Sator Grove Holdings is founded.
- Funding First funding round of $196.2M.
- Funding Latest funding round, Series D, of $125.0M.
Competitors of Sator Grove Holdings
Sator Grove Holdings has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Sator Grove Holdings
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- Full competitor set
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Web traffic of Sator Grove Holdings
The website of Sator Grove Holdings (satorgrove.com) receives about 4.5K visits a month.
- Monthly visits4.5K
▲ 218.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Sator Grove Holdings (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Sator Grove Holdings
Sator Grove Holdings was founded in 2020 and raised its 1st funding round 1 year after it was founded.
Sator Grove Holdings is headquartered in South Bend, United States. It is registered at South Bend, Indiana, United States.
Sator Grove Holdings is a funded company, having raised a total of $321.18M across 2 funding rounds to date. The company's 1st funding round was a Series D of $196.18M, raised on Mar 2021.
Sator Grove Holdings was founded in 2020 as a diversified investment management firm based in South Bend, United States. Operations focus on managing a range of investment portfolios across various sectors. Services include asset allocation, risk assessment, and portfolio oversight for institutional and private clients. Geographic emphasis remains on the U.S. market, with strategies adapted to economic conditions in the region.
Sator Grove Holdings's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Sator Grove Holdings offers Investment Management, Asset Allocation, and Portfolio Management.