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LONGTAIL ALPHA, LLC

NEWPORT BEACH, CA · CRD 282615 · IAPD ↗ · longtailalpha.com · 949 706 8092

$822.4MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
8Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2026 — LONGTAIL ALPHA, LLC moved its main office from NEWPORT BEACH, FL to NEWPORT BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
February 2026 — LONGTAIL ALPHA, LLC moved its main office from NEWPORT BEACH, CA to NEWPORT BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
February 2026 — LONGTAIL ALPHA, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — LONGTAIL ALPHA, LLC notice-filed in HI, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — LONGTAIL ALPHA, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.