Jonathan Adam Fink

Employer firm

Satya Investment Management, LLC CRD 282326

$19.4M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Satya Investment Management, Llc
  Leawood, KS
• 02/2012 → Present
  Satya Investment Management
  Leawood, KS
• 01/2017 → Present
  Polo Grounds Publishing Llc
  Leawood, KS

Previous Registrations

• 2016-01-06 → 2021-12-31
  Satya Investment Management, Llc
  Leawood, KS
• 2010-10-08 → 2015-11-13
  Morgan Stanley
  Purchase, NY
  Leawood, KS

Other Businesses

the name of the other business; Polo Grounds Publishing LLC whether the business is investment-related; Not investment related the address of the other business; 2300 West 118th Street Leawood, KS 66211 the nature of the other business; Book Publishing your position; Author and President title, or relationship with the other business; Polo Grounds Publishing has no relation to Satya Investment Management the start date of your relationship; 01/2017 the approximate number of hours/month you devote to the other business; 90 hours/month the number of hours you devote to the other business during securities trading hours; 1 hour per business day and briefly describe your duties relating to the other business; Writing, editing and publishing books

Exams

• S66 Uniform Combined State Law Examination
  2002-08-02