CRD: 130987
Adirondack Research & Management Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
About Adirondack Research & Management Inc.
Adirondack Funds (Adirondack Research and Management) has managed the owner-operated, no-load Adirondack Small Cap Fund (ADKSX) since inception in 2005. The strategy targets out-of-favor small-cap value/turnaround companies expected to regain investor support within about three years, across sectors. Managers, trustees, and employees invest alongside shareholders, and the fund has earned Lipper Fund Awards in Small Cap Value.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 26, 2026, reported AUM increased 14.0%, from $110.7M to $126.1M.
Across 5 reported observations, AUM increased 23.6% between March 29, 2022 and March 26, 2026, from $102.1M to $126.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 85 clients, or 28.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Adirondack Research & Management Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Adirondack Research & Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW PATRICK REINER
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
GREGORY ALEXANDER ROEDER
President, Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,126,085 | $793,246 |
| Non-Discretionary | $0 | -- |
| Total | $126,126,085 | $793,246 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Adirondack Research & Management Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2021
Review the latest reported holdings
Adirondack Research & Management Inc.'s 13F holdings detail is available for Q3 2021, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.