The Satori Fund is a US focused, technology biased, large capitalization, long-short equity fund managed by Dan Niles. earning a 5.71% positive return of As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Satori Resources Inc (STRRF) Institutional Holdings | Nasdaq What does this mean? He also likes Uber as a way to play the switch in consumer spending from goods to services as people begin travelling again and Uber drivers return to the road in a post-pandemic world. May 2017 Occupation. AlphaOne Satori Fund, LP., which is technology biased, managed to return 5.26% . Here's where he is putting his money. What conflicts arise from this relationship? Dan Niles predicts when the S&P 500 might bottom, and reveals how he's profited this year. July 2021 How does your firm mitigate them? When? Questions to ask August 2020 Is your firm a broker-dealer or are you affiliated with one? Some firms receive these fees as payments, which creates an incentive to promote them. Satori Investment Partners Funds Rebel Spirit, Top-selling Oregon-based Performance Awards in New York in 2006, the fund was awarded the "Best Newcomer" by MARHedge. What does this mean and why is it important? S&P 500 Could Drop 30-50% From Peak in Case of a - Investing.com Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. What does this mean and why is it important? SunTree's annual revenue has doubled since 2012 from approximately $50 million to more than $100 million. was July 2014, AlphaOne Satori Fund, LP.'s worst . Questions to ask Is your firm a broker-dealer or are you affiliated with one? In total, Satori Financial manages $34.3 million in assets. The S&P ultimately goes down to $3,000, says The Satori Fund - YouTube In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Learn More. Niles regularly appears on CNBC to share his stock predictions. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. What does this mean? How do these benefits affect the firms selection of a broker-dealer partner? Dan Niles, founder and senior portfolio manager at the Satori Fund, joins CNBC's 'Squawk Box' to discuss why he believes a big bear-market bounce could be on. Previously, Mr. Niles was a managing director at Neuberger Berman Inc. and the chief executive officer of Neuberger . Why does your firm believe in offering commission-based services to clients? Regulatory disclosures state that firm sells proprietary investments and products. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. 619-305-0553, Is this your firm? Would like to know the parameters that helps you qualify your top 5. We exist to create, fund, and inspire businesses that elevate humanity. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. What does this mean? Does your firm offer mutual funds that have 12b-1 fees? How do these benefits affect the firms selection of a broker-dealer partner? For the most up-to-date information, please view the applicable SEC and FINRA reports above. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Satori Capital appeared to be the VC, which was created in 2008. . Daniel Martins. Terms of Use | Disclaimers | Privacy Policy. How does your firm approach insurance sales? 267-597-3849. That information will be given to the Mods in order to inform their plans and decision making. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. A Division of NBCUniversal. MGA a few years ago was reportedly in discussions with Apple on helping them produce EV vehicles. State legalization of sports betting is at nearly 30 states today with roughly 20 allowing online betting. What does this mean and why is it important? Copyright 2023 Market Realist. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. The AlphaOne Satori Fund, which Niles then managed at Neuberger Berman, was named "Best Newcomer" by MARHedge at the U.S. Things could 'get ugly' early next year - Satori's Dan Niles AlphaOne Satori Management opens Satori II - Hedgeweek Attracted by brand performance, Satori values Rebel Spirit's mission of giving back and honoring everyone's "inner rebel" . www .danniles .com. Investing involves risk which may include the loss of principal. to see more advanced email alert options such as selecting any type of STP Investment Services :: Register - THE SATORI FUND SuperStonk, under Satori, shifted from a place with good DD to one of recycled memes, and it's entirely possible that users let that happen assuming Satori was handling everything. STRRF Stock Price | Satori Resources Inc. Stock Quote (U.S.: OTC Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. What's Satori? : Superstonk - Reddit Niles likes Walmart as a defensive bet that could "benefit from a recession as consumers look for bargains." WEST CHESTER, PA As a Certified B Corporation, our focus is simple: people before profits. Ihaveseenyouontvmanytimesalwayslikelisteningtoyourstockpicksiam65yearsoldretiredfeb2020mademoneyinstockmarketlivingcomfortablynow, Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. . Please provide me a list of the products and a summary of how much your firm earns from them. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Get this delivered to your inbox, and more info about our products and services. What does this mean and why is it important? ranked #320 with a HedgeScore of 263 When? Questions to ask Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Best Debt Consolidation Loans for Bad Credit, Personal Loans for 580 Credit Score or Lower, Personal Loans for 670 Credit Score or Lower. Street Address 1 Street Address 2; 1000 Chesterbrook Blvd: AlphaOne Satori Management Opens Satori II | Business Wire Low interest rates, low inventories, more driving, less flying, has driven auto sales. What percentage of income does your firm receive from fees versus commissions? February 2021 Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Partially, yes. Niles has made other high-profile calls, including Facebooks unfavorable IPO in 2012, Apples negative earnings in 2018, and the stock market crash of 2020. Hedge fund manager Dan Niles names his 'favorite investment' for 2023 13F Fund Performance Evaluator; Developer API; 13F Stock Screener; 13F . Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Dan Niles reveals how the Santori Fund is beating the market. Superlatives 0001306467-21-000005.txt. It is our organization's mission to provide unbiased and objective information. Satori Wealth Management currently serves clients in the following states: CA. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. June 2012. Dan Niles, a founder and portfolio manager for the Satori Fund, believes the S&P 500 could stage a near-term rally although the ultimate lows are yet to be reached.. Niles . Founder & Portfolio Manager of the Satori Fund, Financial Commentator @Stanford Alumni, Tech Nerd, Bad Tennis Player, Proud Dad Should I Hire a Financial Advisor or DIY It? Will any of my assets be invested in those products? July 2022 Performance Outlook. Over the long term, profit is a reflection of value creation for stakeholders, a measure of what was given, not what was taken. Unlike HTTPS connections, HTTP connections are not encrypted. June 2022 BarclayHedge once listed Niles as one of the Top 10 Equity Long/Short performers. Demand should improve as China tries to stimulate its economy with the upcoming election of Chinese President Xi Jinping for a third term in October, he said. Bullish on commodities Niles also likes the commodity sector. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). AlphaOne Satori Fund, LP.'s best month was July 2014, ranked #320 with a HedgeScore of 263 earning a 5.71% positive return of $3,261,411. *SEC data last verified March 24, 2023. What happened? Satori Fund founder Dan Niles said Monday that conditions for the stock market could get ugly again in 2023, as equities get pulled down by the impact of rate hikes and weakening demand. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. What does this mean? Peak-Performance Culture at Satori Capital and Crawford Lake Capital. As a financial advisory firm, Satori Wealth Management can provide a variety of financial planning services for Americans. What does this mean? . Questions to ask Our Performance | Satori Investment Management Dan Niles is the founder of Satori Fund and considered the "Michael Jordan of Technology Stock Analysts." We are positioned for a big bear-market bounce: Satori Fund's - YouTube It's strange to expect hedge funds to compete with such an anomaly. 4660 LA Jolla Village Drive, Suite 100. Disallowed. How to Prove Gambling Losses on Taxes Top Tips, Yelp Co-Founder Jeremy Stoppelman Is Worth Millions. , the Registered Investment Advisor to the Satori Fund. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. The Fund's maximum sales charge for Class "A" shares is 5.75%. , the Registered Investment Advisor to the Satori Fund. He did not disclose the fund's exact performance. But EV industry shipments are only 3% of the total with a lot of growth ahead. Satori was a failure and real superstonk users have not been - Reddit This year's bear market has left many investors deep in the red, but Dan Niles says his Satori Fund has bucked the trend. Is your firm affiliated with a law firm in any capacity? Questions to ask What is Dan Niles net worth? These conflicts can negatively impact clients via hidden fees and overall higher costs. This hedge fund has not won any awards or trophies that we currently track. This document includes information relating to hedge funds that are exempt from registration under provisions of the Investment Company Act of 1940, as amended and other securities laws, including the Securities Act of 1933. What does this mean? Terms of Use | Disclaimers | Privacy Policy. . 13/05/2020 - 10:01am. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Which securities does your firm trade for itself that it will also be recommending to me? reject that there is no average excess performance of hedge funds after factors with option-like payoffs are included. What does this mean? May 2021 We own a basket of individual names in the sector. D/A 021-70353 21665125. What does this mean? Mutual Funds/ETFs; Private Fund Information as of 2022-11-04. Use our rankings at your own risk. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests. Barratt Developments P L C (BDEV) Stock Price & News - Google The opinions expressed on this page are those of Daniel Niles and not necessarily those of AlphaOne Satori Management, LLC (the General Partner to the Satori Fund) or STP Investment Partners (CRD # 306086). Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Name: SATORI ALPHA, LP. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Questions to ask Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. April 2020 Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Why does your firm believe in offering commission-based services to clients? Options: We empower and encourage decisions based on a long-term perspective, not short-term pressures. Satori is led by principals who have built and managed successful companies and multi-billion-dollar investment firms. Big bank failure was predictable but happened sooner than expected Leveraging this valuable experience, we provide strategic advice to help our investments grow and succeed. Recent Performance Dan Niles reveals how the Santori Fund is beating the market - CNBC The headquarters of Satori Wealth Management is 4660 LA Jolla Village Drive, Suite 100. Niles is also bullish on several services-related stocks. What does this mean and why is it important? 206-320-9263, Is this your firm? Dan Niles is the founder and senior portfolio manager of the Satori Fund, a U.S. focused, technology based, large capitalization, long-short equity fund launched in March 2004.. . Performance results may reflect expense subsidies and waivers in effect during periods shown. No. Index performance quoted is shown for illustrative purposes only, does not represent actual Fund performance and is not meant to forecast, imply or guarantee future Fund performance. Satori Financial currently serves clients in the following states: CA, WA. Satori Capital AUM, Funds & Holdings Data - Docoh I like your balanced and down June 2020 The Fund is part of a master-feeder structure whereby Satori Fund I L.P. (a Delaware limited partnership) and Satori Fund, Ltd. invest as a feeder in Satori Master Fund Ltd. (the Master Fund), a Cayman Islands exempted company. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. STP Investment Services (STP) is a capital markets focused service organization specializing in middle and back office investment operations outsourcing, fund services, reporting & data management, global development/support, and innovative software solutions for investment management firms. Dipak, Great pics for 2021 Top 5 Picks for 2023 - DAN NILES Investing involves risk which may include the loss of principal. The fund looks to invest in the equity securities of growth-oriented U.S. and foreign companies with medium to large market capitalizations. What does this mean? Will any of my assets be invested in those products? "No long position exists in a vacuum and all long positions are likely to suffer in a further 25% drop in the S & P so they are paired with shorts. Satori is led by principals who have built and managed successful companies and multi-billion-dollar investment firms. Is your firm affiliated with a law firm in any capacity? No. What conflicts do I need to be made aware of? Niles also served as chief executive officer at Neuberger Berman Technology Management, LLC. Hedge fund manager. October 2022 Satori Fund's Dan Niles on tech stocks and inflation risks - CNBC December 2020 Niles said the U.S.-focused long-short equity fund is up this year, outperforming the S & P 500 , which has declined around 20% in the same period. December 2020 During the U.S. The headquarters of Satori Financial is . mentions in earnings calls skyrocket this season. After receiving a bachelors degree in systems engineering from Boston University and a masters degree in electrical engineering from Stanford University, Niles spent a few years working as an engineer for Digital Equipment Corporation. What does this mean and why is it important? What does this mean? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. The following material and information presented on this site is not a solicitation or an offer of securities. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. How a company behaves is more important than what the company produces. Stocks he likes In terms of stocks he likes, Niles said he favors defensive companies against the backdrop of a looming recession. January 2022 This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. A Satori investment encompasses more than just capital. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. For further detail, see our articles on different types of advisors and financial advisor services. April 2020 Find the latest Satori Resources Inc. (STRRF) stock quote, history, news and other vital information to help you with your stock trading and investing. Satori Capital LLC | AUM 13F For more information you may request fund documents by completing the following attestation. Satori Fund I L.P. (Filer) CIK: 0001306467 (see all company filings) IRS No. Big fan of your work. What happened? All text and design is copyright 2020 WhaleWisdom.com. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Allowed us to make money in 2023. Dan Niles, Satori Fund founder, joins 'Squawk Box' to discuss whether a bear market rally may be upon us soon. In total, Satori Wealth Management manages $39.7 million in assets. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Dan Niles is the Founder and Senior Portfolio Manager for the, The opinions expressed on this page are those of Daniel Niles and not necessarily those of AlphaOne Satori Management, LLC (the General Partner to the Satori Fund) or STP Investment Partners (CRD # 306086). AlphaOne Satori Fund, LP. What does this mean? Performance data for the indices is gross and does not reflect any deduction for fees, transaction costs or other expenses that an investor would pay if invested in the Fund directly. You have a typo in your Jan 3 note. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Satori is designed to analyze every single poster in r/Superstonk and generate a confidence interval of how likely they are to be a shill. Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. Offers may be subject to change without notice. FINRA data last verified March 24, 2023. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. January 2023 investor.com is not endorsed by or affiliated with the SEC or FINRA. We Believe: Business is the most powerful . Questions to ask Name: SATORI CAPITAL STRATEGIC OPPORTUNITIES, LP. Dan Niles (@DanielTNiles) / Twitter Satori Capital is a Texas-based multi-strategy investment firm that currently manages more than $1 billion in assets. Form D File Number: 021-178180. The Brain Performance Institute translates proven science, developed at the Center for BrainHealth, to the public. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities. For more information you may request fund documents by completing the following attestation. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Does your firm offer mutual funds that have 12b-1 fees? Visit Site email address below and choose 'Submit'. "Most Overpriced Tech Stock": Is Dan Niles Right About AAPL? AlphaOne Satori Fund, LP. Rankings - Hedge Fund Ranks What does this mean and why is this important? After six years at Robertson Stephens, Niles left to join Lehman Brothers as a senior sell-side equity research analyst covering computer hardware and semiconductors. December 2021 7215. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. made good money in XOM last year, Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. For further detail, see our articles on different types of advisors and financial advisor services. Sign up for free newsletters and get more CNBC delivered to your inbox. Questions to ask How many times did it occur? For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. AlphaOne Capital Partners' Returns, AUM and Holdings - Yahoo Finance What does this mean? He earned the nickname Michael Jordan of Technology Stock Analysts in 2001 when he predicted that computer company Dell would miss earnings their first quarter in nearly a decade. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Published Mon, Sep 26 20229:00 PM EDT. Performance data quoted represents past performance and is not indicative of future results. What does this mean? Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. April 2022 Find out what fees Satori Financial charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. What is the historical performance of Satori Wealth Management? What does this mean and why is it important? "They also seem to be getting their inventory issues under control finally," he said. Hedge Fund PROSPECTIVE INVESTORS SHOULD CONSULT THEIR OWN ADVISORS ABOUT SUCH MATTERS. Dan Niles' Satori Fund is beating the market this year. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Form D File Number: 021-178182. "We believe the economy will enter a more traditional recession in 2023 with slower growth and higher unemployment driven by higher rates, while inflation remains higher than the 2% Fed target," he said. The Satori Fund uses fundamental, technical, and macro-economic analysis to generate a portfolio of 20-40 positions. Products. Does your fim accept soft-dollar benefits? And his analysis and overall performance speaks for itself. Nice I think I ended up w/ a similar 60% w/ ABBV, ADBE, CMG, MSFT & also NVDA in 2020. The Satori Fund is a US focused, technology biased, large capitalization, long-short equity fund managed by Dan Niles. Any views or opinions expressed may not reflect those of the firm as a whole. The Satori Fund also holds several long positions, though Niles cautioned that these positions remain vulnerable in today's market. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Niles highlighted the company's "resilient consumer demand" and believes its second-half guidance was conservative. What does this mean? Weizhen Tan @weizent. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked.
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