Longtail Alpha, LLC

Longtail Alpha, LLC (CRD# 282615) is a financial advisory firm headquartered in Newport Beach, CA. They manage $102,647,408 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $12,830,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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
93
Wealthminder
score

Vineer Bhansali (CRD# 3027768) is an Investment Advisor Representative working at Longtail Alpha, LLC in Newport Beach, CA and has over 19 years of experience in the finance industry.

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