AdFi
LA

Longtail Alpha, LLC

SEC Registered

Expect The Unexpected For Sustained Portfolio Performance

Newport Beach, CAhttps://longtailalpha.com949 706 8092
Assets Under Management
$500M–$1B
Year Founded
2015
Employees
9
Office Locations
1 office
Total Accounts
12

About the firm

LongTail Alpha believes that sustained portfolio performance comes from expecting the unexpected, and from positioning portfolios to earn yield while maintaining convexity. The firm blends a solutions approach with value added from expertise in implementation of these solutions in a portfolio form. The firm has developed a proprietary framework based on academically rigorous research, and tested over two decades of implementation, which assists in analyzing the portfolio risks, hedging both "left-side" or negative tail risks and "right-side" or positive tail risks, and by optimizing performance by combining market positions and risk allocation across asset classes.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsInsurance Companies

Areas of expertise

Tail Risk ManagementPortfolio ConstructionConvexityYieldOption PricingRisk AllocationAsset ClassesHedging

Services

The firm offers a solutions approach with expertise in implementation, analyzing portfolio risks, hedging negative and positive tail risks, and optimizing performance by combining market positions and risk allocation across asset classes.

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans9$760M

Leadership

Vineer Nmn Bhansali
MANAGING MEMBER, CHIEF INVESTMENT OFFICER

Office locations

1 office in 1 state
CA
Newport BeachHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#282615
SEC Number
801-112265
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based / Other
Minimum: $1,000,000 (waivable)

Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Longtail Alpha, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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