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Best places to work in money management

Satori Capital

The firm’s annual Gratitude Dinner is a chance for employees and their families to mingle and catch up.

Fifth place, money managers with 20 to 49 employees

AUM: $900 million

Employees: 24

Guided by the principles of conscious capitalism, Satori Capital has to "live the model" of sustainable investing to have the proper impact on investments and stakeholders, said Randy Eisenman, co-founder and managing partner.

With approximately $900 million in assets under management across a private equity and hedge fund platform, Mr. Eisenman said the Dallas-based firm has a "clear sense of who we are, why we are here and what we aspire to do."

While company programs and offerings — including Satori Sweats, which provides an allowance toward a gym membership, flexible scheduling and well-being coaches — reinforce the company's "optimal living" mantra, it's the day-to-day work that makes it fun to be in the office, said Mr. Eisenman.

"Satori is a high-performance culture that values the individuals that make up the team," one employee wrote the Pensions & Investments' Best Places to Work in Money Management survey. "I always tell friends that I am the same person at the office that I am on the weekend. There is no playing the 'corporate politics' game. Communication among the business units and across the firm is frequent and detailed. Feedback and coaching is communicated weekly in one-on-ones with my supervisor."

But the three-time winner in the BPTW program isn't standing still.

Mr. Eisenman said the company has brought in new co-workers for its investor experience team for both routine monthly and quarterly communications as well as ad hoc investor requests. Additionally, Satori is engaged with many of its portfolio companies on their own recruiting, talent development and performance management.

"We aim to be true strategic partners," said Mr. Eisenman. "This requires a workplace that is transparent and service-oriented and a recruiting process that is led by our values."