LONGTAIL ALPHA, LLC

RIASEC RegisteredEst. 2018

Total AUM

$822M

Discretionary

$822M

100% of AUM

Avg account

$68.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 282615
Registered since: January 8, 2018
Website: www.longtailalpha.com
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles92.45%
Individuals4.42%
Corporations / Businesses2.11%
State / Municipal Government1.03%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Longtail Alpha, LLC is a limited liability company that operates as a hedge fund manager and is SEC-registered since 2018. Its client base is primarily institutional, and it is organized to perform both commodity pool/commodity trading adviser activities and traditional advisory roles. The firm lists a broad set of advisory services on its filing, including portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, along with pension consulting services, publication of periodicals or newsletters, and educational seminars or workshops. Fee arrangements are varied and include percentage-of-AUM, hourly, fixed, performance-based and other structures. The firm does not identify itself as an active ESG investor.