LONGTAIL ALPHA, LLC

CRD 282615 · SEC 801-112265

Visit website

500 NEWPORT CENTER DRIVE, SUITE 820, NEWPORT BEACH, CA, 92660, United States

Phone

949 706 8092

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$822.4M

Discretionary AUM

$822.4M

Team

9 total employees; 6 advisory reps

Clients

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Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; ASSETS UNDER PROTECTION; TOTAL NOTIONAL EXPOSURE COMMITMENT

Org form

Limited Liability Company

Filing date

2026-02-02

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminarsSUB-ADVISORY SERVICES

Client types

Type	Clients	AUM
Pooled investment vehicles	9	$760.3M

States served

CA, CO, IL, NV, NY, WV, TX, HI

All web addresses on file

HTTP://WWW.LONGTAILALPHA.COM
https://twitter.com/longtailalpha?lang=en
https://www.linkedin.com/company/longtail-alpha-llc

Official SEC filing: View on IAPD