LongTail Alpha

What LongTail Alpha does

LongTail Alpha, LLC is an SEC-registered investment adviser founded in 2015 and headquartered at 500 Newport Center Drive, Suite 820, Newport Beach, California. The firm provides investment advisory services to institutional investors, ultra-high net worth investors, and high net worth retail investors, offering wealth management, financial planning, investment management, investment consulting, portfolio management, asset allocation, trade execution, retirement planning, and management of pooled investment vehicles (funds). Its product is anchored by a proprietary tail risk hedging framework — described as academically rigorous and tested over two decades — that analyzes portfolio risks and hedges both left-side (negative) and right-side (positive) tail risks by combining market positions and risk allocation across asset classes. The firm is also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and is a member of the National Futures Association, enabling futures-based hedging strategies.

The firm monetizes through a multi-stream fee structure: AUM-based management fees (0.10%–5.00% on account value), AUP-based fees (0.06%–0.20% on the notional value of hedges), incentive/performance allocations (5%–15%), target notional exposure commitment fees on commingled vehicle hedging portfolios, and structuring fees for bespoke tail-hedging analyses. Distribution is direct-to-client through discretionary and non-discretionary separately managed accounts and pooled vehicles, supported by a thought-leadership marketing engine of white papers, books, podcasts, interviews, and speaking events. The firm maintains a 'Worldwide' service claim and has implemented GDPR and CCPA compliance programs with an appointed Data Protection Compliance Manager.

LongTail Alpha is a lean, employee-owned boutique (1–10 employees per company disclosure) with no disclosed external institutional investors, parent company, subsidiaries, funding rounds, or M&A activity. Leadership consists of founder Vineer Bhansali — a former PIMCO portfolio manager and bond trader with a PhD in physics and 33 years of trading experience — and Chief Compliance Officer Mohan Phansalkar. The firm is regulated under SEC, CFTC, GDPR, and CCPA frameworks, with its most recent Form CRS filed in March 2022. No app-based product, public API, AI/ML tooling, patents, or partnerships have been disclosed in available sources.

Name

LongTail Alpha

Legal name

LongTail Alpha, LLC

Website

https://longtailalpha.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

LongTail Alpha is an SEC-registered investment adviser that provides portfolio management and tail risk hedging services to institutional, ultra-high net worth, and high net worth retail investors through its proprietary multi-asset hedging framework.

Ownership category

akta.pro rank

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. AUM-Based Management Fees: Management fees based on the value of investments in client accounts (Assets Under Management), ranging from 0.10% to 5.00% depending on account value, structure, and objectives. Fees are negotiable and typically charged quarterly.
2. AUP-Based Management Fees: Management fees based on the notional value of hedges (Assets Under Protection), ranging from 0.06% to 0.20% depending on the notional value of hedges.
3. Performance/Incentive Fees: Incentive/performance allocation typically ranging from 5% to 15% based on the investment vehicle and account structure.
4. Target Notional Exposure Commitment Fees: Fees based on the client's Target Notional Exposure Commitment, defined as the intended targeted amount of notional exposure to the client's hedging portfolio in respect of the client's capital account in a comingled vehicle.
5. Structuring Fees: For certain strategies, the Adviser may charge a structuring fee associated with the review and analysis of tail hedging, protection setups, or other analysis for client requested parameters.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

LongTail Alpha is an SEC-registered investment adviser that provides wealth management, financial planning, investment management, portfolio management, and tail risk hedging services to institutional, ultra-high net worth, and high net worth retail investors. Its core offering is built on a proprietary framework for analyzing portfolio risks, hedging both negative (left-tail) and positive (right-tail) risks, and optimizing performance by combining market positions and risk allocation across asset classes.

Product overview

LongTail Alpha is an investment adviser offering a unified set of investment advisory services centered on its proprietary tail risk hedging framework. The core offering includes investment advisory services, tail risk hedging strategies, and portfolio risk analysis, all built on a framework developed over two decades of academic research and practical implementation. The firm blends solutions with implementation expertise to help position portfolios for yield while maintaining convexity.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/longtail-alpha-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LongTail Alpha