Longtail Alpha, LLC

Longtail Alpha, LLC (CRD# 282615) is a financial advisory firm headquartered in Newport Beach, CA. They manage $721,938,657 in 10 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    722
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $72,193,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, NV, OH, TX, WV

Financial Advisors at Longtail Alpha, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Vineer N. Bhansali
CRD#: 3027768
500 Newport Center Drive, Suite 820, Newport Beach, CA 92660

Vineer Bhansali (CRD# 3027768) is an Investment Advisor Representative working at Longtail Alpha, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.

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