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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2015
- Office Locations
- 1
Office Locations
About Long Cast Advisers, LLC
Long Cast Advisers is a small-cap focused RIA that builds research-intensive, concentrated portfolios of individual equities below $2B market cap using fundamental analysis and a tax-efficient, low-turnover buy-and-hold SMA approach. The firm applies intensive management due diligence to uncover overlooked compounders ahead of institutional discovery and is aligned with clients, with the majority of liquid net worth invested pari passu.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AVRAM M FISHER
Chief Compliance Officer, PRINCIPAL
- CRD
- #4198738
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,056,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,056,890 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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