DENALI ADVISORS LLC Overview
Denali Advisors Llc is an investment advisor that manages 357.5 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 12/31/20. The fund's latest filing disclosed 585MM in positions, representing 164% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 12/31/20. The fund's latest filing disclosed 585MM in positions, representing 164% of the manager's regulatory AUM.
DENALI ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DENALI ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 1.76% | Financials | 15.19% | -0.01% | 0 | 36% | ||
| JPM | 1.75% | Financials | 22.86% | 0.03% | 0 | 35% | ||
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FEATURED IN
DENALI ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert G. Snigaroff | Member, Manager | February-2001 |
| Michael R. Munson | Member | February-2001 |
| Anne M. Erickson | Chief Compliance Officer | February-2011 |
DENALI ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DENALI ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss section of this brochure, and are subject to the standard fee
schedule as described in the Fees and Compensation section of this brochure.
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Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
Code of Ethics
Denali has adopted a Code of Ethics (the “Code”) as required under Rule 204A-1 of the Investment Advisers Act of 1940. The Code of Ethics sets forth high ethical standards of business conduct that we require of our managers, officers and employees of Denali. Our Code of Ethics describes the firm...
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schedule as described in the Fees and Compensation section of this brochure.
10 | P a g e
Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
Code of Ethics
Denali has adopted a Code of Ethics (the “Code”) as required under Rule 204A-1 of the Investment Advisers Act of 1940. The Code of Ethics sets forth high ethical standards of business conduct that we require of our managers, officers and employees of Denali. Our Code of Ethics describes the firm...
Unlock Full Investment Process Description
DENALI ADVISORS LLC Portfolio Concentration
DENALI ADVISORS LLC Location
5075 SHOREHAM PLACE
SUITE 270
SAN DIEGO, California
UNITED STATES, 92122
SUITE 270
SAN DIEGO, California
UNITED STATES, 92122
DENALI ADVISORS LLC Contact Information
Phone Number: 858-558-3600
Fax Number: 858-558-3657
Website: http://www.denaliadvisors.com
Fax Number: 858-558-3657
Website: http://www.denaliadvisors.com
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