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ADIRONDACK RESEARCH & MANAGEMENT INC.

SEC Registered

Guiding Investors Along the Trail Less Followed

GUILDERLAND, NYhttps://adirondackfunds.com518 690-0470
Assets Under Management
$100M–$500M
Year Founded
2005
Employees
4
Office Locations
1 office
Total Accounts
159

About the firm

The Adirondack Small Cap Fund (ADKSX) is an owner operated, no-load mutual fund managed by Adirondack Research and Management since the fund's inception in April 2005. Adirondack Funds focuses on smaller companies that have fallen out of favor with investors, seeking to identify attractive small-cap turnaround situations before mainstream investors take notice.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment Companies

Areas of expertise

Small-cap InvestingValue InvestingTurnaround InvestingActive ManagementNo-load Mutual FundSmall-cap Value

Services

Active management of the Adirondack Small Cap Fund (ADKSX), a no-load mutual fund investing in small-cap turnaround situations across all sectors, assembling a diversified portfolio targeting compelling risk-adjusted returns over the long run

Who they serve

Shareholders and investors seeking small-cap value investment opportunities

Client segmentClientsAssets managed
Individuals (Non-HNW)81$48M
High Net Worth Individuals3$26M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Gregory Alexander Roeder
PRESIDENT AND CHIEF COMPLIANCE OFFICER
Matthew Patrick Reiner
CHIEF FINANCIAL OFFICER
Louis (nmn) Morizio
SHAREHOLDER

Office locations

1 office in 1 state
NY
GUILDERLANDHQ

Regulatory & compliance

CRD number
#130987
SEC Number
801-63015
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Asset tierAnnual rate
Money Market0.00%
Fixed Income0.50%
Equities1.00%

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADIRONDACK RESEARCH & MANAGEMENT INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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