CSAT Investment Advisory LP

CSAT Investment Advisory LP, legally known as CSAT INVESTMENT ADVISORY, L.P., is a registered U.S Securities and Exchange Commission (SEC) approved limited partnership, with its registration date as March 30, 2012. The firm has a small workforce of only 5 employees, of which 3 are advisory staff; however, the number of clients served remains unknown.

• CHJ INVESTMENT ADVISORY, LLC

  GENERAL PARTNER owns less than 5%

• CLAES GORAN FORNELL

  LIMITED PARTNER, CHAIRMAN owns more than 50% but less than 75%

• HARRIS BAK

  LIMITED PARTNER owns more than 5% but less than 10%

• JOHN FRANCIS CATTIER

  LIMITED PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER owns more than 5% but less than 10%

• PHIL SHELDON BAK

  CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%

• CLAES GORAN FORNELL

  MEMBER owns 75% or more

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• SAGE Hill Capital LLC
• Pocketnest LLC
• Pollock Investment Advisors LLC
• Exchange Capital Management Inc
• Arbor Asset Management LLC
• Vintage Financial Services LLC
• Arbor Trust Wealth Advisors LLC
• Retirement Income Solutions Inc
• Sigma Planning Corporation

• The Rise and Fall of CSat Investment Advisory: A Q4 2020 vs. Q1 2021 13F Holdings Comparison

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