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Denali Advisors

Denali Advisors is an investment advisor in San Diego with $729.34M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330957285
SEC advisor number
801-60039
FINRA CRD number
110242
AUM ?
$729.34M (as of 4 Oct 21)
Accounts
20 (as of 4 Oct 21)
Employees
14 (8 investment advisory or research)
Address
Denali Advisors
5075 SHOREHAM PLACE
SUITE 120
SAN DIEGO
CA 92122
Phone
858-558-3600

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 289 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$4.61M 276.07K 384.27K -28.2
$4.51M 291.33K 296.9K -1.9
$4.48M 104.22K 90.1K +15.7
$4.37M 67.69K 83.19K -18.6
$4.23M 93.58K 104.08K -10.1
$4.21M 38.8K 47.3K -18.0
$4.19M 134.77K 152.27K -11.5
$4.16M 72.32K 89.51K -19.2
$4.11M 62.26K 78.57K -20.8
$4.02M 123.03K 32.33K +280.6
$3.97M 111.91K 124.76K -10.3
$3.95M 6.71K 9 +74444.4
$3.91M 455.31K 556.01K -18.1
$3.84M 97.3K 118.64K -18.0
$3.8M 16.2K 19.22K -15.7
$3.8M 367.89K 1.19K +30867.0
$3.79M 166.14K 214.04K -22.4
$3.78M 180.9K 215.2K -15.9
$3.68M 88.4K 97.8K -9.6
$3.68M 97.33K 104.1K -6.5
$3.66M 209.9K 228.5K -8.1
$3.62M 62.68K 68.98K -9.1
$3.47M 148.9K 176.3K -15.5
$3.45M 67K NEW
$3.44M 86.62K 95.33K -9.1
$3.32M 82.5K 95.2K -13.3
$3.28M 41.42K 45.62K -9.2
$3.14M 47.6K 45.6K +4.4
$3.1M 64.61K 115.95K -44.3
$3.05M 49.82K 52.72K -5.5
$3.03M 129.6K 133.6K -3.0
$3.02M 36.2K 17.63K +105.3
$3.01M 71.61K 102.81K -30.3
$2.97M 207.56K 224.48K -7.5
$2.73M 75.34K 40 +188250.0
$2.71M 61.61K 69.84K -11.8
$2.68M 133.6K 193.5K -31.0
$2.68M 136.04K 284 +47800.4
$2.63M 182.1K 315K -42.2
$2.42M 98.6K 144.24K -31.6
$2.32M 186.72K 190.72K -2.1
$2.27M 96.8K 64.5K +50.1
$2.27M 12.01K NEW
$2.19M 10.4K 12.1K -14.0
$2.07M 38.37K NEW
$1.94M 21.01K 23.51K -10.6
$1.92M 47.2K 47.2K 0
$1.89M 45.63K 39.63K +15.1
$1.8M 56.49K 161 +34986.3
$1.71M 18.04K 22.42K -19.5
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings