Adirondack Research & Management Inc.
Firm details
- Headquarters
- Guilderland, New York
- CRD number
- 130987
- Registered since
- April 13, 2004
- Website
- adirondackfunds.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies41.23%
- Individuals38.24%
- HNWI20.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Adirondack Research & Management Inc. is an SEC-registered institutional RIA that has been registered since 2004 and operates as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its primary advisory activities are portfolio management for individuals and small businesses and portfolio management for investment companies. The firm shows a pronounced preference for equity exposure, using exchange-traded equities as a core sleeve of client portfolios. Adirondack does not identify itself 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
- Exchange Traded Equities48%
- Investment Grade Corp Bonds26%
- Cash & Cash Equivalents12%
- US Government Bonds9%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Jarrod Becker
Chief Compliance OfficerCRD 6316926
Contacts
2 of 2
Gregory Roeder
Portfolio ManagerCRD 3006313

Matthew Reiner
ShareholderCRD 1981548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guilderland, NY
Albany
Location
Guilderland, NY
Headquartered in Guilderland, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 2390 Western Ave
- Time zone
- ET (UTC-5)
- Office locations
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