Sator Grove Holdings

What Sator Grove Holdings does

Sator Grove Holdings is a privately-held permanent capital investment firm founded in 2022 and headquartered in Bradenton, Florida. The company describes itself as 'rooted in love' and operates with a lean three-person core team: Founder Greg Dugard, Co-Founder Rick Buhrman, and team member Paul Buser (both Buhrman and Buser are listed in funding-round records as co-founder and co-CEO). Sator Grove provides investment management services to high-net-worth individuals and families, including asset allocation, portfolio management, and taxation services, targeting wealth preservation, retirement income replacement, and multi-generational wealth transfer.

The firm operates a permanent capital platform with a patient shareholder base, enabling indefinite investment horizons and alignment with portfolio company founders 'for as long as possible.' Sator Grove holds equity stakes in 16+ companies spanning software, healthcare AI, and specialized services, including Arcadea, Azlin Software, Beacon, Camelot, Celonis, Chapters Group, CSC Generation, Critical Services Group, Fairmount, Mosaic, Ranger Software Group, Rebuild Manufacturing, Seen, Seqos, Summus Global, Timah Partners, and Upliift. Recent deployments include participation in Beacon's $225M Series C (June 2026) and VieCure's $43M funding round (January 2026), both AI-native businesses.

Revenue mechanics center on quote-based investment management engagements on an annual billing cadence, combined with long-term equity appreciation across the portfolio. Distribution is relationship-driven and founder-led via direct outreach, the firm website (satorgrove.com), and an Intralinks-powered investor portal. Sator Grove has executed at least two capital raises (approximately $125.68 million in September 2022 and approximately $100.1 million in November 2025), supporting permanent capital deployment. The company is privately held with no public ticker or SEC filings identified, and no disclosed operating revenue or AUM.

Name

Sator Grove Holdings

Legal name

Sator Grove Holdings

Website

https://satorgrove.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Sator Grove Holdings is a privately-held permanent capital investment firm founded in 2022 in Bradenton, Florida, that deploys patient capital across a portfolio of 16+ technology, software, and healthcare-AI holdings while providing wealth management services to high-net-worth individuals and families.

Ownership category

akta.pro rank

Product category

Investment Management Services

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Evergreen / Open-Ended Multi-Manager Platforms (FSANAGAM)

akta.pro secondary industries

Managed Account / SMA Multi-Manager Platforms (FSANAGAL), Emerging Manager / Seeding Platforms (Multi-Manager) (FSANAGAF)

Keywords

• Permanent capital investment
• Investment management services
• Portfolio management
• Asset allocation services
• Wealth preservation planning

Headquarters

HQ city

Bradenton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Management Services: Provides top-notch investment management services including asset allocation, portfolio management, and taxation services to help clients grow and preserve wealth.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Sator Grove Holdings is a permanent capital investor that provides investment management services—asset allocation, portfolio management, and taxation—to high-net-worth families seeking wealth preservation, retirement income, and multi-generational wealth transfer. The firm also deploys long-duration patient capital into operating businesses, holding stakes in 16 portfolio companies across software, healthcare, and other sectors, aligning itself as an indefinite-term owner alongside company builders.

Product overview

Sator Grove Holdings is a permanent capital investor and holding company that provides investment management services including asset allocation, portfolio management, wealth preservation, and financial planning. The company invests in world-class people and businesses, aligning itself as a long-term owner. The company holds a portfolio of technology and software companies including Arcadea, Azlin Software, Beacon, Celonis, Mosaic, Ranger Software Group, and others. Sator Grove does not appear to offer its own standalone product platform; rather, it operates as an investment vehicle with services focused on wealth management and capital deployment.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Top-notch investment management services for clients seeking to grow and preserve wealth. Includes asset allocation, portfolio management, taxation, and related wealth management services, targeted at families and individuals pursuing long-term financial goals.
• Retirement Income Planning Investment management services structured to replace income in retirement, helping clients grow and preserve wealth so they can achieve their financial goals during retirement. Built on asset allocation, portfolio management, and taxation capabilities.
• Multi-Generational Wealth Preservation Investment management services designed to secure and preserve a family's wealth across multiple generations. Built on asset allocation, portfolio management, and taxation capabilities, and aligned with the firm's philosophy of long-term, patient capital stewardship.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered minor.

• ArcadeaminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Azlin SoftwareminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• CamelotminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• CelonisminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Chapters GroupminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• CSC GenerationminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Critical Services Group (CSG)minorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• FairmountminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Mosaic Software GroupminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Ranger Software GroupminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Rebuild ManufacturingminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• SeenminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• SeqosminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Summus GlobalminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• Timah PartnersminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.
• UpliiftminorStrategic or Co-development PartnerPortfolio holding company within Sator Grove's permanent capital investment structure.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Berkshire Hathaway: The archetypal permanent-capital holding company. Berkshire's structure — patient capital, no exit pressure, decentralized operating companies, founder/owner-operator philosophy — is the closest large-scale analogue to Sator Grove's stated model, though operating at vastly greater scale and across insurance, industrials, and consumer.
• Bessemer Trust: One of the largest U.S. private multi-family offices, providing investment management, wealth planning, and trust services to HNW families across generations. Comparable in scope to Sator Grove's wealth-management service line.
• Brown Brothers Harriman: Long-standing private partnership offering wealth management, investment management, and corporate banking to HNW families and institutions. Comparable to Sator Grove's patient-capital, family-wealth orientation, though operating across a broader service set.
• Wilmington Trust: Wealth management and corporate services firm serving HNW individuals, families, and institutions with investment management, planning, and trust services. Comparable in client base (HNW/family wealth preservation) and service suite.

Direct peers

• Iconiq Capital: Multi-family office that provides investment management and wealth planning for ultra-HNW individuals and families while also making direct venture and growth investments in operating companies. Closely comparable to Sator Grove's dual HNW-wealth + direct-holdings model.
• Pathstone: Independent multi-family office offering investment advisory, portfolio management, and direct private investments to HNW families. Comparable to Sator Grove in combining wealth management services with permanent-capital-style direct holdings.
• Geneva Capital Group: Multi-family office providing investment management and wealth advisory services to HNW families, with capabilities spanning portfolio management, asset allocation, and intergenerational planning — directly paralleling Sator Grove's wealth-management offering.
• Aspiriant: Independent wealth management firm serving HNW individuals and families with portfolio management, tax planning, and estate services. Comparable to Sator Grove's HNW wealth management and family-wealth succession offering.

Emerging players

• Northpond Ventures: Science- and technology-focused venture and growth-equity firm that co-invested with Sator Grove in VieCure. Comparable as a co-investor partner but operating on a traditional fund-vintage model rather than permanent capital.

Others

• General Catalyst: Major venture and growth-equity firm that co-led Beacon's $225M Series C alongside Sator Grove. Not a direct competitor but a co-investor and ecosystem participant; comparable as a capital allocator whose deals Sator Grove joins.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/sator-grove-holdings

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments11 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sator Grove Holdings