← Tributary

LONG ANGLE MANAGEMENT, LLC

DOVER, DE · CRD 330169 · IAPD ↗ · longangle.com · 808-651-4737

$404.7MRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
59Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — LONG ANGLE MANAGEMENT, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
52
April 2026 — LONG ANGLE MANAGEMENT, LLC reported RAUM up 48% ($273.5M -> $404.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — LONG ANGLE MANAGEMENT, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
27
March 2025 — LONG ANGLE MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
January 2025 — LONG ANGLE MANAGEMENT, LLC (location n/a) is newly SEC-registered with $234.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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