Adirondack Research & Management (ARMI) offers investment management services, focusing on individual security selection. ARMI manages Separately Managed Accounts (SMAs) and The Adirondack Small Cap Fund. For SMAs, ARMI invests in a range of publicly traded stocks and fixed income securities, tailoring services to individual client needs. The Adirondack Small Cap Fund invests primarily in U.S. companies with market capitalizations below $7 billion. ARMI does not offer financial planning or commission-based products.
Assets Under Management$110M
Clients81
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee of 0.50% applies to fixed income assets. Fee of 0.00% applies to money market assets. The Adirondack Small Cap Fund has a 1.08% annual management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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