CRD: 130987
Adirondack Research & Management Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest deltaOptima radial +more
- 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.
Team overview
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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%
Unison pioneer
Ridge quantum peak
- CRD
- #48447
- Ownership
- 13.3%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,126,085 | $793,246 |
| Non-Discretionary | $0 | -- |
| Total | $126,126,085 | $793,246 |
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Separately Managed Accounts
Total SMA Asset: $74,119,320
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $444,303,584 | 20.6% |
| Corporate - Investment Grade | $304,110,706 | 14.1% |
| Cash | $418,421,822 | 19.4% |
| U.S. Government/Agency | $457,244,465 | 21.2% |
| Public Funds | $202,740,471 | 9.4% |
| Equity - OTC | $329,992,468 | 15.3% |
| Total | $2,156,813,516 | 100.0% |
13F Holdings | Q3 2021
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL OPTIMA FOUNDATION | MERIDIAN BEACON | PTAO8VISL | RNWT | 2.31% | $19,479,800 |
| RIDGE FRONTIER | VERTEX INSIGHT | 2KACLSI3K | OBA | 0.97% | $52,166,080 |
| TIMBER NORTH QUANTUM | NORTH VALUE | 3J74AG5V6 | ECKHN | 4.24% | $117,512,906 |
| MATRIX ELEMENT ALPHA | RADIAL ELEMENT | QJGA02MDQ | TJU | 6.96% | $90,815,330 |
| WAVE ATLAS | FRONTIER ATLAS | RMNJ8UW2S | MUMXD | 6.68% | $31,484,394 |
| PRIME RIDGE VALUE | QUANTUM LEGACY | D3Y7HI9RW | MMC | 6.95% | $73,826,846 |
| EMBER ALPHA | SIGNAL OPTIMA | HUJLDEM4R | SIDL | 3.85% | $53,783,866 |
| CAPITAL CREST SIGNAL | HARBOR BEACON | OQP6OGSMA | OKD | 8.42% | $69,151,028 |