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LONG ANGLE MANAGEMENT, LLC

CRD 330169File 801-131636
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$404.7M
Below cohort median (national)
Discretionary AUM
$404.7M
Clients
59
59 accounts
Employees
10
Above cohort median in DE

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Dec 13, 2024
Principal office
1111B S GOVERNORS AVE, STE 25981, DOVER, DE, 19904
Phone
808-651-4737

Assets & accounts

ADV Item 5F
Total regulatory AUM
$404.7M
Discretionary AUM
$404.7M
Non-discretionary AUM
$0
Discretionary accounts
59
Non-discretionary accounts
0
Total accounts
59
AUM per client
$6.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles59$404.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees610increased by4
Apr 1, 2026CustodyNoYes
Apr 1, 2026Clients4459increased by15
Apr 1, 2026AUM$273,525,891$404,708,887increased by$131,182,996
Apr 1, 2026Accounts4459increased by15
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LONG ANGLE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONG ANGLE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.