Satori Capital Revenue, Growth & Competitor Profile

DBA Satori Capital III, LP
DBA SATORI CAPITAL, LLC
DBA Satori Capital Strategic Opportunities, L.P.

Company Profile & Annual Report for Satori Capital

Access the complete profile.

Satori Capital Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2501 N. Harwood Street Suite 2001 Dallas, TX 75201

Note: Revenues for privately held companies are statistical evaluations.


Satori Capital's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Satori Capital's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Satori Capital is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Satori Capital Annual Revenue and Growth Rate

Satori Capital	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Satori Capital's revenues are gauged from an analysis of company filings.

Satori Capital's Income Statement (based on Industry Averages)

Satori Capital P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Satori Capital has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
January 23, 2024	121	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Satori Capital is developing and marketing. Satori Capital doesn't have any recent trademark applications, indicating Satori Capital is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SELLING WITHOUT SELLING OUT Educational services, namely, providing classes, seminars and workshops in the field of business, business strategy, leadership, productivity, management and organizational effectiveness	07/06/2018
SUSTAINABLE ALPHA Business management consultancy and advisory services	10/14/2014

See all trademarks and details in the Full Report.

Market Share of Satori Capital's Largest Competitors

A competitive analysis shows these companies are in the same general field as Satori Capital, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Satori Capital. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MCR INVESTORS	Dallas, TX	100
HUDSON ADVISORS	Dallas, TX	17
CROW FAMILY	Dallas, TX	10
MUFG CAPITAL ANALYTICS	Dallas, TX	8
HBK MANAGEMENT	Dallas, TX	7
SWS GROUP	Dallas, TX	6

Other Companies at 2501 N. Harwood Street, Dallas TX

Company	Headquarters	Revenue ($ MM)
HARWOOD INTERNATIONAL	Dallas, TX	100
PAVESTONE	Dallas, TX	0

Future Competition: Satori Capital's Fastest Growing Competitors

These companies are in the same general field as Satori Capital and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)