LONG SHORT ADVISORS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$154M
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
153632
Registered since
June 23, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Long Short Advisors, LLC is an SEC-registered investment adviser formed in 2010 and organized as a limited liability company under individual ownership. The firm’s stated advisory activity is portfolio management for investment companies and it serves an institutional client base. It charges clients on a percentage-of-assets-under-management basis and is not identified as an active ESG investor. The firm’s name and its focus on managing investment companies imply a boutique operation concentrated on one or a small number of pooled vehicles or institutional mandates rather than broad retail distribution. Its regulatory profile lists it as an unclassified adviser and not a multi-state adviser, which aligns with a narrow operational scope and specialized client relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW WEST

    Founder and CEOCRD 2057782

  • KELLY CHRISTOPHER

    Chief Compliance OfficerCRD 6000499

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
3801 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth