Sator Grove Holdings

Sator Grove Holdings, LLC is a private holding company based in Bradenton, Florida, functioning as a permanent capital investor "rooted in love." The company is dedicated to supporting world-class entrepreneurs and company builders by providing enduring capital, expertise, and a patient shareholder base aimed at achieving extraordinary outcomes over open-ended time horizons. The firm emphasizes building a thriving ecosystem of ambitious projects, inverting traditional shareholder-company dynamics through mutual trust and alignment as long-term owners.

Key services include top-notch investment management such as asset allocation, portfolio management, and taxation, aimed at growing and preserving wealth. Sator Grove deploys capital into existing holdings and new platforms that meet high thresholds of quality and duration. As of March 2024, the firm manages approximately $448.3 million in assets under management (AUM). The company is characterized as a permanent capital private holding company that emphasizes a unique alignment of interests between shareholders and company builders. Portfolio examples include sectors in Healthcare, particularly in virtual specialty care, and Technology, with a focus on supply chain technology for restaurants.

Managed by Sator Grove Management Company LLC, the firm oversees two pooled investment vehicles with an emphasis on mission-critical businesses that drive productivity in uncertain environments. The directors of the company include Rick Buhrman, Paul Buser, and Greg Dugard. The firm operates globally with a primary focus on the United States and non-United States regions.