As assistant controller, Aaron Brunson focuses on Satori’s private equity financial operations. His role involves managing and reviewing fund accounting, financial reporting, fund administration, partnership allocations, waterfall calculations, and tax considerations for the firm’s private equity funds. He also coordinates tax returns, K-1s, and investor tax communications for the private equity funds and serves as a knowledge source for financial statements, capital calls, distributions, and partnership agreement requirements.
Prior to joining Satori, Aaron was assistant controller at Tarrant Management, the family office of TPG, where he executed fund formation documents, prepared performance track records, completed annual and quarterly compliance requirements, and maintained management company financials, among other responsibilities. Previously, he spent 13 years at Oak Hill Advisors, progressing to Senior Accounting Manager. He also previously served as senior accountant at Ernst & Young.
Aaron received his B.B.A. in accounting and finance from Texas Tech University, and he is a certified public accountant in Texas. He lives in Fort Worth with his wife and two daughters. In his free time, he enjoys college football, golf, and vacationing with his family.