SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Longtail Alpha, LLC
Newport Beach, CA
CRD 282615
Firm filing updated February 2, 2026 ·
- $822.4MAssets
- 6Advisory staff
- 12Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Pooled vehicles9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $36.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $760.3 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $8.5 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $17.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- 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
See all 7 services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "SUB-ADVISORY SERVICES"
- 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
- Educational seminars/workshops
- Other: "SUB-ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$822.4 million
- Accounts12
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 282615, SEC file 801-112265.
- Registered with the SEC as an investment advisor (status date on record: January 8, 2018).
Is Longtail Alpha, LLC a fiduciary?
Short answer: Longtail Alpha, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.