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).
Current Firm Details
By the Numbers
-
Total Assets Under Management722MILLION
-
Total Number of Accounts10ACCOUNTS
-
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
Registered Investment Advisor
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
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.