Long Angle Management provides investment management services to special purpose vehicles (SPVs) on a discretionary basis. The firm tailors its advisory services to meet the investment objectives and guidelines of the SPVs. Investment advice is provided directly to the SPVs, not to individual investors in the SPVs. The firm invests in specific companies, seeking to maximize returns while minimizing loss.
Assets Under Management$270M
Clients44
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
The firm may, in its sole discretion, reduce, waive or rebate all or a portion of the Management Fee with respect to one or more Clients (including the Firm’s affiliates) for any period of time, or agree to apply a different Management Fee for any Client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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