# Adirondack Financial Services

Adirondack Financial Services is an Asset Manager based in Utica, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Utica, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** adkfs.com
- **LinkedIn:** https://www.linkedin.com/company/adirondack-financial-services

## Regulatory record

- **CRD number:** 126155
- **SEC file number:** 801-64779
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126155

## About

Our full-suite of financial planning services will support all stages of your fiscal journey. | Adirondack Financial Services is a full-service wealth management and employee benefits firm with a focus on customized solutions for individuals, families, and organizations.

## Sectors

- Financial Services
- Specialty Finance

## People

- Jonathan S. Linen — Chairman and Chief Executive Officer
- Gregory A. Ehret — President and Chief Operating Officer

## Questions

### What investment stages does Adirondack Financial Services typically target?

The firm focuses on growth-stage and middle-market companies — businesses with proven cash flow, existing customer bases, and capital needs for expansion, acquisition, or recapitalization. Adirondack generally avoids true venture-stage, pre-revenue startups, preferring situations where the capital structure can be built around observable historical financial performance.

### What is Adirondack's known posture on co-investments alongside external GPs?

Adirondack actively co-invests alongside independent sponsors and other family offices, often acting as the anchor credit provider in transactions where a smaller equity sponsor lacks a full senior lending relationship. The firm's willingness to structure and hold entire tranches makes it a flexible partner for sponsor-less deals and situations where speed and certainty are prioritized over syndicated distribution.

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Last updated: 2026-06-03T20:00:00.000Z

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