Long Crest Capital LLC is an investment advisory firm based in West Palm Beach, Florida, specializing in systematic, quantitative investment management delivered exclusively through separately managed accounts. Founded and led by Hsiaoping Hua, Long Crest Capital serves as a multi-family office for high-net-worth individuals, entrepreneurs, business owners, and technology professionals with complex financial situations, such as concentrated stock positions or cross-border tax considerations. The firm employs a rigorous investment framework divided into three portfolio pillars: a Strategic Beta Portfolio utilizing a temporal barbell approach, a Dynamic Beta Portfolio designed to navigate macroeconomic regime shifts, and an Alpha Exposure Portfolio focused on long/short equity selection and AI-assisted thematic research. Long Crest Capital tailors its portfolios to each client's specific objectives and restrictions while integrating tax-loss harvesting and family office services like estate document review and tax coordination. Clients' assets are held in custody at Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Rates reflect Structure S3 (Predictable flat base fee). The firm also offers Structure S1 (lower base fee plus 10% performance fee) and Structure S2 (0% base fee plus 15% performance fee). Founding Investors receive a 20% discount on base fees.