ADIRONDACK CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SYRACUSE, New York
- CRD number
- 133305
- Registered since
- April 29, 2019
- Website
- adirondackadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI57.92%
- Individuals26.1%
- Pension & Profit Sharing Plans15.22%
- Charitable Organizations0.48%
- Corporations / Businesses0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Adirondack Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2019. The firm describes itself as a capital allocator serving both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting services, and selection of other advisers. Fee arrangements are flexible and can include a percentage of assets under management, hourly charges, fixed fees, and other structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1PATRICK DOOLEY
President and CEOCRD 2856559
Contacts
3 of 3CHRISTOPHER BERG
Managing MemberCRD 4510789
JAMES CAMPAGNA
Investment Adviser RepresentativeCRD 6283244
REX MAHONEY
Investment Adviser RepresentativeCRD 6361779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$143M in ETFs
88%
$125M
0%
$17.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $37.8M | 57,925 | 26.54% |
Location
SYRACUSE, NY
ONONDAGA
Location
SYRACUSE, NY
Headquartered in SYRACUSE, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- ONONDAGA
- Address
- 528 Plum St
- Time zone
- ET (UTC-5)
- Office locations
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