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 a small, SEC-registered registered investment adviser that provides fee-based portfolio management to individuals, families and institutional investment companies. The firm operates on a percentage-of-AUM fee model and focuses its discretionary strategies primarily in publicly traded equities. Its ADV filings indicate the firm manages separately managed account (SMA) relationships and acts as portfolio manager for both individual/small business clients and investment companies. Investment activity skews toward active equity selection: the firm’s public filings show nearly 100 equity positions, with a material allocation to exchange-traded equities. Adirondack Research & Management Inc. does not identify as an active ESG investor and is not structured as a multi-state adviser. While the firm is not positioned as a broad capital allocator, it does place client capital into third-party real estate strategies alongside more conventional vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1JARROD BECKER
Chief Compliance OfficerCRD 6316926
Contacts
2 of 2GREGORY 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
Similar firms
P&A CAPITAL ADVISORS
RIANew York, NY
BONE FIDE WEALTH
RIANew York, NY
LIONTREE PARTNERS LLC
RIANew York, NY
DOWNTOWN INVESTMENT ADVISORY
RIAWHITE PLAINS, NY
CITIGROUP ALTERNATIVE INVESTMENTS LLC
RIANew York, NY
MERRYFIELD BARNES, LLC
RIAITHACA, NY