DENALI ADVISORS, LLC

RIASEC RegisteredEst. 2001

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$4.8M

Accounts

291

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 110242
Registered since: March 2, 2001
Website: denaliadvisors.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government62.54%
HNWI12.83%
Pooled Investment Vehicles11.88%
Charitable Organizations4.96%
Individuals4.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Denali Advisors, LLC is a privately held investment adviser formed in 2001 that provides discretionary portfolio management to both individual and institutional clients. The firm manages separately managed accounts and institutional mandates, focusing primarily on equity exposure, and charges clients a mix of AUM-based fees and performance-linked fees. Denali does not identify as an ESG investor and is not registered as a multi-state adviser for the purposes reported. Advisory work centers on day-to-day portfolio management for individuals, small businesses and institutional entities. The firm is structured as an LLC and operates under a conventional advisory model rather than as a capital allocator or pension consultant.