Vineer Bhansali is a registered investment advisor at Longtail Alpha, LLC, based in Newport Beach, CA, with 9 years of industry experience. Vineer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LongTail Alpha manages investments for various types of clients, including private funds, fund-of-one clients, and separately managed accounts. Fees vary depending on the client type, investment strategy, and assets involved.
For separately managed accounts, the annual management fee typically falls within these ranges:
- Up to $10 million: 0.10% - 5.00%
- $10,000,001 - $50,000,000: 0.10% - 5.00%
- $50,000,001 - $100,000,000: 0.10% - 5.00%
- Above $100,000,000: Customized Fee
For Assets Under Protection (AUP) the annual management fee typically falls within these ranges:
- Up to $1,000,000,000: 0.10% - 0.20%
- $1,000,000,001 - $5,000,000,000: 0.06% - 0.20%
- $5,000,000,001 - $10,000,000,000: 0.04% - 0.20%
- Above $10,000,000,000: Customized Fee
Fees are paid quarterly, either in advance or in arrears, and are subject to negotiation.
Location
500 Newport Center Drive, Suite 820, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Vineer is a member of Western States Aviation, LLC and operates a private aircraft for business and personal use since 2011. This non-investment related activity takes minimal time and is uncompensated.
Employment History
Current Registrations
Longtail Alpha, LLC
State Registrations2 states
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