Please provide me a list of the products and a summary of how much your firm earns from them. Mr. Christensen has held Board positions with impact funds in the alternatives arena, including a . Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Questions to ask 's best month Based in Phoenix, Arizona, SunTree is a producer of branded and private-label nuts and dried fruit snacks including roasted and salted nuts, trail mixes, and chocolate and yogurt-covered nuts. Dan Niles is the founder of Satori Fund and considered the "Michael Jordan of Technology Stock Analysts." The Satori Funds are private investment products which file an exemption under 3-c-7 and 3-c-1 of the Investment Advisors Act . 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). 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. Dan Niles, Satori Fund founder, joins 'TechCheck' to discuss stocks responding positively to cuts in earning expectations, the need for the U.S. economy to g. Track the AUM, funds, and holdings for Satori Capital LLC over time. Another favorite for Niles is the sports betting sector, which he said is "one of the last markets of size" to go online. I'm no pro so need a simple answer, what was the 2022 fund return? 2023 Reink Media Group LLC. What does this mean? Will any of my assets be invested in those products? Satori Fund's Dan Niles on tech stocks and inflation risks - CNBC James . For more information you may request fund documents by completing the following attestation. 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. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. October 2022 And how does the math work on this comment? And his analysis and overall performance speaks for itself. All rights reserved. What does this mean? Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Firm or a related person trades securities for themselves that they also recommend to their clients. Published Mon, Sep 26 20229:00 PM EDT. May 2022 What happened? What does this mean? For 2020 Im shooting for BMY, CODX, DHI, MS & QCOM. During the U.S. Our experience, relationships, and guidance steer leadership teams toward long-term value creation for all stakeholders. July 2021 Firm performs side-by-side management with accounts that have differing fee structures. AlphaOne Satori Management is the Partner for a family of funds consisting of the Satori Fund and Satori II. In total, Satori Wealth Management manages $39.7 million in assets. 267-597-3849. June 2020 What is Dan Niles net worth? *SEC data last verified March 29, 2023. December 2020 Please see our Disclaimers for more information. In total, Satori Financial manages $34.3 million in assets. All text and design is copyright 2020 WhaleWisdom.com. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. Founded by Dan Niles in 2004, the Satori Fund has a 16-year track record as a long . BarclayHedge once listed Niles as one of the Top 10 Equity Long/Short performers. Data is a real-time snapshot *Data is delayed at least 15 minutes. SATORI ALPHA II, LP Top 13F Holdings - whalewisdom.com 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. Dan Niles - Wikitia Leveraging this valuable experience, we provide strategic advice to help our investments grow and succeed. . Firm or related person receives soft-dollar benefits in connection with client securities transactions. 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. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. "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. What conflicts do I need to be made aware of? As such, any shares or interests offered by such funds may only be sold through non-public private placements to qualified investors who meet certain net worth requirements and standards of investment sophistication. Intelligence. Will anyone that was involved be involved with my accounts in any capacity? It will not be public information. Satori Alpha Fund Manager Profile | Preqin Would like to know the parameters that helps you qualify your top 5. Satori Fund founder Dan Niles said Thursday that his firm had predicted a "big firm getting nailed" at some point in 2023, but the turmoil that caused Silicon Valley . What does this mean? 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). Money Poolesolutions FOR Life, Ever Green Wealth Management, Column Capital Advisors, Evans Capital Management Associates, ASG Investment Management, Was this page helpful? What conflicts arise from this relationship? Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. What does this mean and why is this important? 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. Does your firm perform side-by-side management? Complete submission text file. Checks take place monthly. Does your fim accept soft-dollar benefits? His top pick in this space is Massachusetts-based sports betting firm DraftKings , for which he has forecast revenue growth of 60% this year, and 40% in the next three years. "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. March 2020 August 2020 Performance Outlook. Investing involves risk which may include the loss of principal. 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 Quarterly Economic Review - Global Semiconductor Alliance Private Fund ID: 805-4893836072. What does this mean? While this can be seen as "eating your own cooking," there are conflicts that may arise. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. 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