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Long Cast Advisers, LLC

Long Cast Advisers, LLC. CRD 175005

Long Cast Advisers, LLC logo

CRD: 175005

Long Cast Advisers, LLC

$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
07-21-2015
Office Locations
1

Office Locations

668 Vanderbilt ST Brooklyn NY

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

-- AVG AGE
$12.1M AVG AUM / ADVISOR
$401.9K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

Available
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Accredited Investors

Available

Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

A

AVRAM M FISHER

Chief Compliance Officer, PRINCIPAL

CRD
#4198738
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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