What does this mean? Investor.com is your trustworthy guide to the world of personal finance. 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 . Dan Niles is positive on this corner of tech, names two global - CNBC Satori Capital is a Texas-based multi-strategy investment firm that currently manages more than $1 billion in assets. Does your fim accept soft-dollar benefits? What does this mean and why is this important? 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. Dan Niles, Satori Fund founder, joins 'Squawk Box' to discuss whether a bear market rally may be upon us soon. 619-305-0553, Is this your firm? investor.com is not endorsed by or affiliated with the SEC or FINRA. Come on man. While this can be seen as "eating your own cooking," there are conflicts that may arise. Satori Capital Featured in Sum and Substance Video Series, Sunny Vanderbeck presentation: The Next Bend, CategoryPotential investorInvestment managerPotential team memberBusiness ownerMedia contactOtherWebmaster. ANY INVESTMENT DECISION WITH RESPECT TO AN INVESTMENT IN A HEDGE FUND SHOULD BE MADE BASED UPON THE INFORMATION CONTAINED IN THE CONFIDENTIAL MEMORANDUM OF THAT FUND. Founder and managing partner of AlphaOne Capital Partners [1] Portfolio Manager and Founder of the Satori Fund [1] Predicting Coronavirus Stock Market Collapse of 2020 [2] Website. Our greatest strength is the ability to protect capital during times of extreme market stress and generate wealth over the course of market cycles. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Active risk management results in net exposure that typically ranges from . For more information you may also visit, https://reports.adviserinfo.sec.gov/reports/ADV/306086/PDF/306086.pdf. The Fund's maximum sales charge for Class "A" shares is 5.75%. According to him, shares . As a result, we do not support personal reviews on the site. Does that imply a 4 % annualized return? For the most up-to-date information, please view the applicable SEC and FINRA reports above. State legalization of sports betting is at nearly 30 states today with roughly 20 allowing online betting. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. What does this mean and why is it important? Does your firm, or anyone associated with the firm, practice as a law firm? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. I tried to DM Dan directly but was unable to. In total, Satori Financial manages $34.9 million in assets. Daniel Martins. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. The firm's website is not secure by modern internet standards. 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 . Entreprenuer, engineer, and hedge fund manager. June 2012. EUGENE, Ore., March 15, 2022 /PRNewswire/ -- Satori Investment Partners . Dan Niles is the founder and portfolio manager of Satori Fund, a long-short equity fund that focuses on U.S. technology companies. "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. 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. 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. Read through our introductory course to financial advisors. What conflicts arise from this relationship? In total, Satori Wealth Management manages $39.7 million in assets. Private Fund ID: 805-3558221747. Satori Fund's Dan Niles lays out buying opportunities in the tech Investor.com is your trustworthy guide to the world of personal finance. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. December 2020 SATORI FUND I L.P. Top 13F Holdings - WhaleWisdom.com How many times did it occur? AlphaOne Satori Management, General Partner for the Satori family of funds, is to open Satori II from 1 June, providing more investors with an opportunity to invest with Satori Funds. Sign up for free newsletters and get more CNBC delivered to your inbox. Does your firm offer mutual funds that have 12b-1 fees? What does this mean? Niles also served as chief executive officer at Neuberger Berman Technology Management, LLC. What's Satori? : Superstonk - Reddit Home | Satori Capital July 2022 Will anyone that was involved be involved with my accounts in any capacity? The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. S&P 500 Could Drop 30-50% From Peak in Case of a - Investing.com Satori Fund - DAN NILES March 2020 The question is what this does to the record high S&P500 multiple and especially long duration assets such as growth stocks. Private Fund ID: 805-4893836072. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC.