Garrett Carpenter
As assistant controller, Garrett focuses on Satori Alpha’s financial operations. His role involves managing and reviewing fund accounting, financial reporting, fund administration, and tax considerations for Satori Alpha’s platform. He also coordinates tax returns, K-1s, and investor tax communications for the Satori Alpha platform and serves as a knowledge source for financial statements, capital management, and partnership agreement requirements.
Prior to joining Satori, Garrett was a fund controller at Apex Group, where he prepared and reviewed month-end closes for client funds, maintained and analyzed multimillion-dollar lines of credit, coordinated and responded to external audit and tax requests for clients, ensured funds were operating in accordance with legal agreements, and managed capital activity events including capital calls, distributions, and transfers, among other responsibilities. Previously, he was a tax associate at KPMG, where he prepared federal and state tax returns and tax accruals for corporations and partnerships.
Garrett earned his B.B.A. and Master of Taxation degrees from Baylor University. He lives in Fairview with his wife and child. In his free time, he enjoys watching sports and spending time with family, friends, and his two Goldendoodles.