LONGTAIL ALPHA, LLC

500 Newport Center Drive
Suite 820
Newport Beach, California 92660
Tel: 949 706 8092

About LONGTAIL ALPHA, LLC

LONGTAIL ALPHA, LLC, formally registered with the SEC as LONGTAIL ALPHA, LLC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.

LONGTAIL ALPHA, LLC is a Newport Beach, California based Financial Planning firm with nearly $721,938,657 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282615
SEC#	801-112265
Assets Managed by Firm	$721,938,657
No. of Clients	10
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (ASSETS UNDER PROTECTION; TOTAL NOTIONAL EXPOSURE COMMITMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$721,938,657
Individuals (other than high net worth individuals)	Fewer than 5 clients	$28,663,968
Corporations or other businesses	Fewer than 5 clients	$4,875,158

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