LONG CAST ADVISERS, LLC

RIASEC Registered
Total AUM
$12.1M
Discretionary
$12.1M
100% of AUM
Avg account
$402K
Accounts
30
Employees
1
Advisory reps
1

Firm details

Headquarters
Brooklynn, New York
CRD number
175005
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI71.4%
  • Individuals19.62%
  • Pooled Investment Vehicles8.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Long Cast Advisers, LLC is a small, owner-operated registered investment adviser organized as an LLC. The firm focuses on discretionary portfolio management for individuals and small businesses and serves both individual/family and institutional clients. Its stated fee model combines a percentage-of-assets arrangement with the possibility of performance-based fees, indicating a willingness to structure incentive-aligned mandates. Investment activity is strongly equity-oriented: the firm shows a clear preference for exchange-traded equities as the central building block of client portfolios. Long Cast Advisers, LLC does not position itself as an ESG-driven manager and is not designated as a multi-state adviser. The firm also allocates to alternative strategies — specifically private equity and private credit — as complements to its public market equity exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • AVRAM FISHER

    Founder and CIOCRD 4198738

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
KINGS
Address
668 Vanderbilt St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth