May 2021 What does this mean? To learn more about different types of pricing models, see our article on how much a financial advisor costs. *SEC data last verified March 29, 2023. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. The Satori Fund I L.P., Satori Fund Ltd. and Satori Fund II, L.P. are registered as private placement offerings under section 3 (c)1 and 3 (c)7 of the 1940 Act, therefore, are only eligible to Accredited Investors and/or Qualified Purchasers as defined by the SEC under Regulation D. Sellers of unregistered securities are only allowed to sell to . July 2021 As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 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. We are up in August. When? What does this mean? June 2021 We believe conscious businesses are more innovative, less risky, and better positioned for growth. 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. Become a Mission Supporter. . How do these benefits affect the firms selection of a broker-dealer partner? 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. Dan Niles, founder and senior portfolio manager at Satori Fund, joins CNBC's 'Squawk Box' to break down technology stocks to watch. Name: SATORI CAPITAL STRATEGIC OPPORTUNITIES, LP. Keep up the great work Dan and everyone at Satori. What does this mean? , March 2023 What does this mean? The fund looks to invest in the equity securities of growth-oriented U.S. and foreign companies with medium to large market capitalizations. Data is a real-time snapshot *Data is delayed at least 15 minutes. Occupation. 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. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. , the Registered Investment Advisor to the Satori Fund. Does your firm offer mutual funds that have 12b-1 fees? What does this mean and why is it important? Does your fim accept soft-dollar benefits? The Satori Funds are private investment products which file an exemption under 3-c-7 and 3-c-1 of the Investment Advisors Act of 1940, thereby, reserved solely for qualified purchasers and accredited investors through an official subscription process. July 2021 This could be detrimental to a client during down markets. . What does this mean and why is it important? The sector is finally focused on profitability, with growth of more than 10% annually for the next decade and revenues of around $200 billion, according to Niles' estimates. The following material and information presented on this site is not a solicitation or an offer of securities. Founded by Dan Niles in 2004, the Satori Fund has a 16-year track record as a long . 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). What does this mean? Private Fund ID: 805-3558221747. Dan Niles: Top 5 Stock Picks for 2021 - DAN NILES Satori Alpha Fund Manager Profile | Preqin 2023 Reink Media Group LLC. Things could 'get ugly' early next year - Satori's Dan Niles Ihaveseenyouontvmanytimesalwayslikelisteningtoyourstockpicksiam65yearsoldretiredfeb2020mademoneyinstockmarketlivingcomfortablynow, Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. It is our organization's mission to provide unbiased and objective information. 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. What does this mean? September 2021 Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. According to the company website, Satori Fund protects capital and generates wealth over extremely stressful market cycles. AlphaOne Satori Fund, LP.'s worst . View Filing. What does this mean? Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? See the latest Satori Resources Inc stock price (XTSX:BUD), related news, valuation, dividends and more to help you make your investing decisions. Niles switched gears to a career on Wall Street in 1990 when he was hired as an investment banker specializing in technology companies at Robertson Stephens. September 2020 BUD - Satori Resources Inc Stock Price Quote - XTSX | Morningstar Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? March 2020 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. What does this mean and why is it important? The Satori Funds are private investment products which file an exemption under 3-c-7 and 3-c-1 of the Investment Advisors Act . May 2017 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. Dan Niles is the founder of Satori Fund and considered the "Michael Jordan of Technology Stock Analysts." 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). investor.com is not endorsed by or affiliated with the SEC or FINRA. AlphaOne Capital Partners' Returns, AUM and Holdings - Yahoo Finance "We made money today. Recognized by The Wall Street Journal as one of the "Best on the Street," he's also a frequent contributor to CNBC valued for his takes on stock trends. It's because of our shorts," he told CNBC's "Street Signs Asia" on Thursday. Sign-up 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. AlphaOne Satori Fund, LP. Rankings - Hedge Fund Ranks Our unique partnership structure and aligned investor base enable us to hold investments indefinitely. . Dipak, Great pics for 2021 Questions to ask THIS DOCUMENT IS INTENDED ONLY FOR THE PERSON TO WHOM IT HAS BEEN DISTRIBUTED, IS STRICTLY CONFIDENTIAL AND MAY NOT BE REPRODUCED OR REDISTRIBUTED IN WHOLE OR IN PART NOR MAY ITS CONTENTS BE DISCLOSED TO ANY OTHER PERSON UNDER ANY CIRCUMSTANCES. Niles is also bullish on several services-related stocks. This year's bear market has left many investors deep in the red, but Dan Niles says his Satori Fund has bucked the trend. How many times did it occur? I tried to DM Dan directly but was unable to. What does this mean? August 2021 Niles isn't the only market participant who's favoring a defensive stance. 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. Become a Mission Supporter. His fund bought shares in online food delivery platform DoorDash for the "first time time ever" recently. 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. What does this mean and why is it important? 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 felony. Bullish on commodities Niles also likes the commodity sector. On November 4, Satori Fund's founder and CNBC regular Dan Niles made his argument against Apple stock ( AAPL) - Get Free Report. He held several well paying positions before starting his own equity fund. December 2021 8601. Name: ALPHAONE SATORI MASTER FUND LTD. Fund Type: Hedge Fund. How do I update this listing? Options: A list containing all recommendations made by the manager within the last twelve (12) months is available upon request. Dan Niles - Founder & Portfolio Manager - Satori Fund | LinkedIn 2W - 6W . AlphaOne Satori Fund, LP., which is technology biased, managed to return 5.26% . How does your firm approach insurance sales? What happened? SATORI CAPITAL STRATEGIC OPPORTUNITIES, LP - WhaleWisdom.com All rights reserved. While Satori Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $1.3 million. Will anyone that was involved be involved with my accounts in any capacity? What does this mean? June 2021 It was a hard hit about losing the relationship with FanDuel, so the public leaving from GAN, however, now might be a chance to see the advantage is that they will complete the acquisition of Coolbet next Q1! This could be detrimental to a client during down markets. What does this mean and why is it 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. 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. The Satori Fund uses fundamental, technical, and macro-economic analysis to generate a portfolio of 20-40 positions. Complete submission text file. Satori Fund's Dan Niles on tech stocks and inflation risks - CNBC All Rights Reserved. : DE | Fiscal Year End: 1231. Satori Wealth Management, registered in 2017, serves 1 state(s) with a licensed staff of 1 advisors. In total, Satori Wealth Management manages $39.7 million in assets. EDGAR Filing Documents for 0001306467-21-000005 - SEC This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. April 2022 Will any of my assets be invested in those products? What does this mean? Firm or a related person trades securities for themselves that they also recommend to their clients. 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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