{"url":"https://nivawealth.com/firms/long-angle-management-330169","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330169","regulatoryAum":404708887,"crd":"330169","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7492179","suffix":null,"lastName":"NOLAN","firstName":"PATRICK","middleName":"THOMAS"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-27","regulatoryAum":273525891,"clients":44,"employees":6,"offices":2},{"filedOn":"2026-03-26","regulatoryAum":404708887,"clients":59,"employees":10,"offices":2}],"secFileNumber":"801-131636","legalName":"Long Angle Management, LLC","displayName":"Long Angle Management","slug":"long-angle-management-330169","website":"https://longangle.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/330169/18ffd0f5a4caf502-r1.webp","tone":"light","width":1740,"height":200,"sourceUrl":"https://www.longangle.com/","sourceLabel":"Long Angle Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1111b S Governors Ave, Ste 25981","city":"Dover","state":"DE","stateName":"Delaware","country":"United States","postalCode":"19904"},"tradeNames":[],"registration":{"secApproved":"13 December 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":10,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":404708887,"discretionary":404708887,"discretionaryAccounts":59,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":59,"regulatoryAum":404708887}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Long Angle Management has custody of client assets.","leadership":[{"name":"Thomas Scully","title":"VP of Fund Administration and Compliance / Chief Compliance Officer","crd":"6526801"},{"name":"Tad Fallows","title":"Member","crd":"7214625"},{"name":"Sriram Gollapalli","title":"Member","crd":"7214640"},{"name":"Andreas Hagen","title":"VP of Investment Platform","crd":"7990698"},{"name":"Patrick Nolan","title":"VP of Investments","crd":"7492179"},{"name":"Min Park","title":"Chief Investment Officer","crd":"5840503"},{"name":"Matthew Shechtman","title":"CEO","crd":"7990630"},{"name":"Laurens Bas Van Der Brugge","title":"SVP of Operations","crd":"4592747"}],"ownership":[{"label":"Tad Fallows","detail":"Member in the 25% to 50% ownership band and a control person, since March 2023."},{"label":"Sriram Gollapalli","detail":"Member in the 25% to 50% ownership band and a control person, since March 2023."},{"label":"Matthew Shechtman","detail":"Ceo in the 10% to 25% ownership band and a control person, since March 2023."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Delaware","offices":1,"addresses":[{"street":"1111b S Governors Ave, Ste 25981","city":"Dover","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"808-651-4737","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":59},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330169/PDF/330169.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Long Angle Management have?","answer":"Long Angle Management has 59 clients and manages $405 million for them, as of March 2026. They include 59 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Long Angle Management offer?","answer":"Long Angle Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Long Angle Management have?","answer":"Long Angle Management has 1 investment adviser representative registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Long Angle Management?","answer":"Long Angle Management’s direct owners are Tad Fallows, Sriram Gollapalli and Matthew Shechtman, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Long Angle Management get paid?","answer":"Long Angle Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Long Angle Management registered with the SEC?","answer":"Yes, Long Angle Management has been registered with the SEC as an investment adviser since 13 December 2024. Its CRD number is 330169 and its SEC file number is 801-131636.","source":"Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Long Angle Management?","answer":"Long Angle Management’s main office is at 1111b S Governors Ave, Ste 25981, Dover, DE 19904. Its phone number is 808-651-4737. Its website is longangle.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}