Long Cast Advisers manages money for individuals, institutions, endowments, and family offices. Long Cast Advisers uses a concentrated small-cap focused, long biased, buy-and-hold strategy. Clients are invested in equities typically with market capitalizations below $2B and may include OTC and pink sheet listed companies. Long Cast Advisers will abide by any wishes its clients may have regarding restrictions or limitations within their accounts.
Assets Under Management$11M
Clients30
Advisors1
Avg. per Client$380K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.5% of the value of your portfolio annually, or a performance fee of 25% of annual gains. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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