All requests for updated information should also be reported directly to the SEC and/or FINRA. Only 3 hedge funds outperformed the S&P 500 in 2021 During the U.S. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 13F filing from SATORI FUND I L.P., enter your How does your firm mitigate them? What does this mean and why is it important? FREE: Follow your stocks and cryptocurrencies with the most actionable alerts on the internet. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. investor.com is not endorsed by or affiliated with the SEC or FINRA. Our private equity business partners via majority and minority investments with leadership teams of companies with $5 million to $50 million of EBITDA that operate with a long-term perspective, commit to their mission or purpose, and create value for all stakeholders. Satori Fund - DAN NILES 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. For more information you may request fund documents by completing the following attestation. : DE | Fiscal Year End: 1231. Before founding Satori Fund, Niles was a founding partner of the asset management firm Alpha One Capital Partners, LLC. tips_and_updates Financial advisor education. Satori is led by principals who have built and managed successful companies and multi-billion-dollar investment firms. , the Registered Investment Advisor to the Satori Fund. San Diego, CA 92122-4604. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? 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). "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. We are positioned for a big bear-market bounce: Satori Fund's - YouTube Name: ALPHAONE SATORI MASTER FUND LTD. Fund Type: Hedge Fund. 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. Are we missing something? was June 2014 Any data inaccuracies, please contact our team. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Firm performs side-by-side management with accounts that have differing fee structures. From 2004 to 2008, Dan was a Managing Director at Neuberger Berman . Private Fund Information as of 2022-11-04. January 2023 . Founder & Portfolio Manager of the Satori Fund, Financial Commentator @Stanford Alumni, Tech Nerd, Bad Tennis Player, Proud Dad "EVs consume two times as much copper to build and supply is likely to peak in 2024," he said. Neuro Team | Satori Capital August 2021 Dan Niles predicts when the S&P 500 might bottom, and reveals - CNBC Questions to ask What does this mean and why is this important? What does this mean? Global Business and Financial News, Stock Quotes, and Market Data and Analysis. How does your firm approach insurance sales? Dan Niles (@DanielTNiles) / Twitter This can be seen when you compare hedge fund returns for the past few decades. March 2020 "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. All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. PDF Do Funds-of-Funds Deserve Their Fees-on-Fees? - Columbia Business School Why does your firm believe in offering commission-based services to clients? Terms of Use | Disclaimers | Privacy Policy. BarclayHedge once listed Niles as one of the Top 10 Equity Long/Short performers. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Performance Awards. what about T, your 12/9 post said after hating T for so long the DIS model for releasing movies one day after they open in movie houses should help the Warner portionwhat say you now? Dan Niles is the founder of Satori Fund and considered the "Michael Jordan of Technology Stock Analysts." Dave Ellison is a portfolio manager at Hennessy Funds. Also, can you share past 3,5,7,10 years of top 5 results. AlphaOne Satori Fund, LP.'s worst . Questions to ask Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. December 2020 investor.com is not endorsed by or affiliated with the SEC or FINRA. Questions to ask How does your firm mitigate them? Exploring the Depths of the Downturn with Dan Niles - Investopedia 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). Satori Financial Review 2023 | investor.com "We made money today. What does this mean and why is it important? Complete submission text file. What does this mean and why is it important? Nov 8, 2021 3:00 AM EST. AlphaOne Capital Partners' Returns, AUM and Holdings On November 4, Satori Fund's founder and CNBC regular Dan Niles made his argument against Apple stock ( AAPL) - Get Free Report. STPIP is a Pennsylvania limited liability corporation. Dan Niles is the founder and and senior portfolio manager for The Satori Fund. Please provide me a list of the products and a summary of how much your firm earns from them. March 2021 November 2022 Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. Performance is historic and does not guarantee future results. The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities. 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. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. 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. Investing involves risk which may include the loss of principal. What does this mean? As expected Niles' net worth reflects his talent for building wealth. Mutual Funds/ETFs; Private Fund Information as of 2022-11-04. January 2022 Private Fund ID: 805-3096222312. Performance Awards. All information is current as of the date of this material and is subject to change without notice. April 2020 Why a Bearish Money Manager Likes Gambling Stocks and Is Ready to Dump What does this mean? June 2012. Name: SATORI CAPITAL STRATEGIC OPPORTUNITIES, LP. Satori Fund I L.P. (Filer) CIK: 0001306467 (see all company filings) IRS No. But it's not because of our longs. 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 . Mr. Christensen has held Board positions with impact funds in the alternatives arena, including a . 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. Hold cash for 2022? Satori's Dan Niles outlines dreary investment FINRA data last verified March 29, 2023. Published Sun, Feb 5 20237:20 PM EST Updated Mon, Feb 6 20231:38 AM EST. This could also limit the number and diversity of investment options available and may impact their transferability. 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. Last Name First Name Middle Name; Hondros: Paul: J. Satori Fund - Latest News and breaking headlines - Benzinga Both Netflix and Disney have announced plans to offer lower-priced subscription tiers that come with ads. To learn more about different types of pricing models, see our article on how much a financial advisor costs. How does your firm approach insurance sales? How to Prove Gambling Losses on Taxes Top Tips, Yelp Co-Founder Jeremy Stoppelman Is Worth Millions. It is a foundational component of a thriving business. . Short Term. Unit sales has improved for the auto industry from down 48% y/y in April to down 5% in November. What happened? We hope our longs will fare better than the overall market," he said. Sign up for free newsletters and get more CNBC delivered to your inbox. Offers may be subject to change without notice. Market Realist is a registered trademark. What does this mean? Satori's Dan Niles says tech selling isn't done. Here's what he thinks 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. Niles is also bullish on several services-related stocks. Is your firm a broker-dealer or are you affiliated with one? What does this mean and why is it important? What does this mean? Name: SATORI ALPHA II, LP . We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. Occupation. Investing entails risks, including possible loss of principal. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. The Satori Fund also holds several long positions, though Niles cautioned that these positions remain vulnerable in today's market. Performance Awards in New York in 2006, the fund was awarded the "Best Newcomer" by MARHedge. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Entreprenuer, engineer, and hedge fund manager. So, how much has Niles made from it? For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. A Satori investment encompasses more than just capital. Private Fund Information as of 2019-03-31. . 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. Ganesh Rao @_GaneshRao. Dan Niles reveals how the Santori Fund is beating the market. Satori Wealth Management, registered in 2017, serves 1 state(s) with a licensed staff of 1 advisors. Principles not rules guide actions, and the spirit of the agreement is more important than the letter of the agreement. 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? As a financial advisory firm, Satori Financial can provide a variety of financial planning services for Americans. What does this mean and why is this important? Get this delivered to your inbox, and more info about our products and services. "We are counting on our shorts making profits between now and year end and have more shorts than longs in the portfolio," he added. According to the company website, Satori Fund protects capital and generates wealth over extremely stressful market cycles. May 2022 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. . Please see our Disclaimers for more information. On the other hand, Bailey, Li and Zhang (2004) nd evidence of the average out-performance of hedge funds under the null of no arbitrage, even when non-linear factor payoffs are considered. For more information you may request fund documents by completing the following attestation. Performance charts for Santorini FIM CP IE Fund (SANTORI) including intraday, historical and comparison charts, technical analysis and trend lines. Questions to ask . October 2015 What does this mean? Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. April 2022 Private Fund ID: 805-3558221747. , March 2023 Weizhen Tan @weizent. During the U.S. For example, front-running is when a financial professional buys or sell securities ahead of their client. Questions to ask Dan Niles' Top 5 Stock Picks for 2022 - DAN NILES 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. What does this mean? Dan Niles is positive on this corner of tech, names two global - CNBC taking a -0.64% loss of Questions to ask 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. What does this mean and why is it important? Disallowed. Become a Mission Supporter. Thank you! Regarding GAN, didn't they lose the FanDuel contract over the summer? Why doesnt your firm use a secure website? to see more advanced email alert options such as selecting any type of Home | Satori Capital Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. Form D contains basic information about the offering and the company. 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. State legalization of sports betting is at nearly 30 states today with roughly 20 allowing online betting. What does this mean? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Private Fund Information as of 2022-11-04. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. The question is what this does to the record high S&P500 multiple and especially long duration assets such as growth stocks. What does this mean and why is it important? But EV industry shipments are only 3% of the total with a lot of growth ahead. Funds. Niles is a Sri Lanka native (reportedly). The Brain Performance Institute translates proven science, developed at the Center for BrainHealth, to the public. February 2021 . Would like to know the parameters that helps you qualify your top 5. October 2015 *SEC data last verified March 24, 2023. We own a basket of individual names in the sector. How do these benefits affect the firms selection of a broker-dealer partner? 2W - 6W . For 2020 Im shooting for BMY, CODX, DHI, MS & QCOM. AlphaOne Satori Management is the Partner for a family of funds consisting of the Satori Fund and Satori II. January 2021 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. The firm's website is not secure by modern internet standards. Sec Form D/A The firm last filed a Form D notice of exempt offering of securities on 2023-02-23. When? Does that imply a 4 % annualized return? Questions to ask Satori Fund I is based out of West Chester.
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