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.