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was June 2014 Questions to ask Questions to ask He did not disclose the fund's exact performance. Options: What does this mean? Satori is led by principals who have built and managed successful companies and multi-billion-dollar investment firms. Satori Fund's Dan Niles lays out buying opportunities in the tech What is the historical performance of Satori Financial? Dan Niles, Satori Fund founder and portfolio manager, joins CNBC's "Closing Bell" to discuss his call on Oracle and his forecast on other tech stocks and the wider stock market. Hedge fund manager Dan Niles recommended that investors keep their powder dry headed into 2022, suggesting that cash might represent the best option given his dreary outlook for financial markets. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. "For the retail investor that is not able to manage their portfolio full-time, we would recommend cash, despite losing [about] 5-7% to inflation, rather than losing a further 25% to a stock market decline," he said, joining a chorus of other investment pros urging investors to hold cash in their portfolios. Obligatory disclaimer: All of our data is crawled from the web and our understanding is that all hedge fund data is self-reported, meaning the data is only as good as the discloser is honest, and we obviously can't vouch for that. , the Registered Investment Advisor to the Satori Fund. When? Dan Niles is currently the founder and portfolio manager of the Satori Fund, serving institutional and high net-worth investors. Readers should not assume that any investments in securities, companies, sectors or markets identified and described were or will be profitable. EDGAR Filing Documents for 0001306467-21-000005 - SEC Performance Awards in New York in 2006, the fund was awarded the "Best Newcomer" by MARHedge. November 2022 Our system has identified the following conflict alerts. Our system found no disciplinary alerts. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). That information will be given to the Mods in order to inform their plans and decision making. What does this mean and why is it important? Investor.com is your trustworthy guide to the world of personal finance. PDF ALPHAONE INVESTMENT SERVICES, LLC - lfg He noted that the company gained market share during the 2008 global financial crisis, with the stock delivering an 18% return even as the S & P 500 declined 38% over the same period. Through our Satori XL Partnership Program, we provide emerging investment managers with acceleration capital as well as our experience, relationships, and resources, all in support of building a thriving and enduring business. ***Log In or The following material and information presented on this site is not a solicitation or an offer of securities. Get this delivered to your inbox, and more info about our products and services. Related Persons. Hedge fund manager. *SEC data last verified March 24, 2023. July 2021 Niles said he is looking to make money on the short side by going after the "big enterprise names" in tech, amid what he expects to be a sector slowdown as people cut back their consumption of internet-related services post-pandemic. FINRA data last verified March 29, 2023. TEL AVIV, Israel, Sept. 14, 2021 (GLOBE NEWSWIRE) -- Satori, the creator of the world's first DataSecOps platform, announced today it has raised $20 million in Series A funding round co-led by B . The Satori Fund also holds several long positions, though Niles cautioned that these positions remain vulnerable in today's market. Private Fund ID: 805-3558221747. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Invest WIth Us. Some firms receive these fees as payments, which creates an incentive to promote them. Sign up for free newsletters and get more CNBC delivered to your inbox. Become a Mission Supporter. THIS DOCUMENT IS FOR INFORMATIONAL PURPOSES ONLY AND IS NOT AN OFFER OR SOLICITATION WITH RESPECT TO THE PURCHASE OR SALE OF ANY SECURITY. In total, Satori Financial manages $34.9 million in assets. 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. February 2023 Unlike HTTPS connections, HTTP connections are not encrypted. As a Certified B Corporation, our focus is simple: people before profits. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Keep up the great work Dan and everyone at Satori. AlphaOne Satori Management Opens Satori II | Business Wire Pursuant to an Advisory Agreement (the Advisory Agreement), the General Partner has retained STP Investment Partners, LLC (STPIP or the Investment Manager), an affiliate of the General Partner and SEC filed Exempt Reporting Adviser to serve as investment manager of the Fund. What does this mean and why is it important? What does this mean? 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. SATORI ALPHA, LP Top 13F Holdings - WhaleWisdom.com EUGENE, Ore., March 15, 2022 /PRNewswire/ -- Satori Investment Partners . Questions to ask 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. Before founding Satori Fund, Niles was a founding partner of the asset management firm Alpha One Capital Partners, LLC. Please provide me a list of the products and a summary of how much your firm earns from them. San Diego, CA 92122-4604. August 2020 For more information including organizational chart for STPIP please visit. 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. Ganesh Rao @_GaneshRao. Intelligence. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Big bank failure was predictable but happened sooner than expected Satori Capital LLC | AUM 13F We are positioned for a big bear-market bounce: Satori Fund's - YouTube "Most Overpriced Tech Stock": Is Dan Niles Right About AAPL? Niles likes Walmart as a defensive bet that could "benefit from a recession as consumers look for bargains." Questions to ask July 2022 David Ellison started as a bank-stock portfolio manager at Fidelity nearly 40 years ago, a bygone era. What happened? Questions to ask . May 2022 As a Certified B Corporation, our focus is simple: people before profits. These conflicts can negatively impact clients via hidden fees and overall higher costs. Satori Wealth Management, registered in 2017, serves 1 state(s) with a licensed staff of 1 advisors. Known for. On November 4, Satori Fund's founder and CNBC regular Dan Niles made his argument against Apple stock ( AAPL) - Get Free Report. View Filing. Satori's Dan Niles says tech selling isn't done. Here's what he thinks 's worst month Dan Niles predicts when the S&P 500 might bottom, and reveals how he's profited this year. Why does your firm believe in offering commission-based services to clients? 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. Terms of Use | Disclaimers | Privacy Policy. Both Netflix and Disney have announced plans to offer lower-priced subscription tiers that come with ads. Thank you! What does this mean? A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. PDF Do Funds-of-Funds Deserve Their Fees-on-Fees? - Columbia Business School Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. 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. What does this mean? An index is unmanaged and cannot be invested in directly. 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. Products. April 2022 Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund. PROSPECTIVE INVESTORS SHOULD CONSULT THEIR OWN ADVISORS ABOUT SUCH MATTERS. Name: SATORI CAPITAL STRATEGIC OPPORTUNITIES, LP. AlphaOne Satori Fund, LP., which is technology biased, managed to return 5.26% . Over the long term, profit is a reflection of value creation for stakeholders, a measure of what was given, not what was taken. 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). Formerly, Dan was a Managing Director at Neuberger Berman and CEO of Neuberger Berman Technology Management which focused on long and short equity investments in the technology sector. Complete submission text file. Nikada/E+ via Getty Images. 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. www .danniles .com. The fund is generally included in less than 2 deals every year. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. 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. 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 . 2023 Reink Media Group LLC. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. "We believe commodity prices will decline less than expected from current levels even during a recession in 2023 given low structural investment over the past decade restricting supply," he said. June 2012. For more information you may also visit, https://reports.adviserinfo.sec.gov/reports/ADV/306086/PDF/306086.pdf. What Is Dan Niles' Net Worth? Founder of Satori Fund - Market Realist 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. September 2020 Satori is led by principals who have built and managed successful companies and multi-billion-dollar investment firms. At one point, this sector had the worst performance relative to the S&P in the history of the data back to the mid-1980s, which includes the global financial crisis and the tech bubble meltdown. In addition, Niles is bullish on copper demand as the world steps up its transition to electric vehicles. Does your firm perform side-by-side management? Satori Fund Recent News. MGA already has relationships with Fisker, Waymo (Google) as well as automakers in China and Korea around EV vehicles. Really appreciate Dan's analysis. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. Dan Niles - Wikitia 0001560208-22-000004.txt. San Diego, CA 92122-4604, 12100 Wilshire Blvd 8th Floor, Los Angeles, California 90025. Investing involves risk which may include the loss of principal. We own a basket of individual names in the sector. "They also seem to be getting their inventory issues under control finally," he said. Find out what fees Satori Wealth Management charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. December 2020 Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. Fund Type: Hedge Fund. Funds. , the Registered Investment Advisor to the Satori Fund. Private Fund Information as of 2022-11-04. 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. Niles is a Sri Lanka native (reportedly). The Satori Fund uses fundamental, technical, and macro-economic analysis to generate a portfolio of 20-40 positions. AlphaOne Satori Management opens Satori II - Hedgeweek August 2021 State legalization of sports betting is at nearly 30 states today with roughly 20 allowing online betting. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. December 2021 Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. 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 . So, . Our Performance | Satori Investment Management.
