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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

LONG SHORT ADVISORS, LLC

CRD 153632

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1846a467-4dca-c71e-7fe4-c1a8e6f7855d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $154MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $154M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-71538
CRD: 153632
Filings on the tape: 25
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, PA
Website: longshortadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WEST, MATTHEW, EDWARD	MANAGING MEMBER / CHIEF EXECUTIVE OFFICER	E	yes	03/2010	Mar 30, 2012	Mar 29, 2024
CHRISTOPHER, KELLY, MELISSA	CHIEF COMPLIANCE OFFICER	Na	no	12/2018	Mar 28, 2022	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NEXWEALTH LLC	n/a	Independent wealth	$172M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$154M	$154M	4	1	1	n/a	n/a
2024	Mar 27, 2025	$204M	$204M	5	1	0	n/a	n/a
2023	Mar 27, 2024	$161M	$161M	4	2	0	n/a	n/a
2022	Mar 28, 2023	$130M	$130M	4	3	0	n/a	n/a
2021	Mar 28, 2022	$142M	$142M	3	2	0	n/a	n/a
2020	Mar 29, 2021	$110M	$110M	3	2	0	n/a	n/a
2019	Mar 30, 2020	$92.2M	$92.2M	3	1	0	n/a	n/a
2018	Mar 29, 2019	$59.4M	$59.4M	5	2	0	n/a	n/a
2017	Mar 29, 2018	$36.7M	$36.7M	5	3	0	n/a	n/a
2016	Mar 29, 2017	$40.7M	$40.7M	5	3	n/a	n/a	n/a
2015	Mar 23, 2016	$28.5M	$28.5M	5	3	n/a	n/a	n/a
2014	Mar 24, 2015	$182M	$182M	5	3	n/a	n/a	n/a
2013	Mar 28, 2014	$83.0M	$83.0M	3	3	n/a	n/a	n/a
2012	Mar 27, 2013	$38.6M	$38.6M	3	3	n/a	n/a	n/a
2011	Mar 30, 2012	$44.0M	$44.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$154M	$204M	-24.5%	$130M	5.9%	4	5	1	0

Relationships

Affiliated with (3)

← NEXWEALTH LLCRegistered adviserother investment adviser, common control
factForm ADV
→ NEXWEALTH LLCRegistered adviserother investment adviser, common control
factForm ADV
← WEST CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (1)

← WEST, MATTHEW, EDWARDOwnerMANAGING MEMBER / CHIEF EXECUTIVE OFFICER, ownership code E, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV

Owns (1)

← CHRISTOPHER, KELLY, MELISSAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2022 to Mar 29, 2024factForm ADV

Registered with (2)

← Gregory Patrick GerhartzAdvisorregistration: previous registration
Aug 7, 2023 to Oct 23, 2023factForm ADV
← DANE FRANCIS CZAPLICKIAdvisorregistration: previous registration
Oct 27, 2021 to Mar 3, 2023factForm ADV

Dated events

Occurred
Oct 23, 2023
Advisor changed firm
Gregory Patrick Gerhartz left Long Short Advisors, Llc for Blueprint Investment Partners Llc (registered 2024-02-01)
Form ADVobserved 5 days ago
Occurred
Mar 3, 2023
Advisor changed firm
Dane Francis Czaplicki left Long Short Advisors, Llc for Nexwealth Llc (registered 2021-12-10)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person joined
Kelly Melissa Christopher (Chief Compliance Officer) appeared on Schedule A of Long Short Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
Francis Dane Czaplicki (Director Of Research) no longer on Schedule A of Long Short Advisors, Llc (listed 2019-03-29, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
Kelly Melissa Bubeck (Chief Compliance Officer) no longer on Schedule A of Long Short Advisors, Llc (listed 2019-03-29, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Kelly Melissa Bubeck (Chief Compliance Officer) appeared on Schedule A of Long Short Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person left
Joseph Christopher Topolewski (Chief Compliance Officer) no longer on Schedule A of Long Short Advisors, Llc (listed 2018-11-15, absent 2019-03-29)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1846a467-4dca-c71e-7fe4-c1a8e6f7855d
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LONG SHORT ADVISORS, LLC

CRD 153632

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1846a467-4dca-c71e-7fe4-c1a8e6f7855d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WEST, MATTHEW, EDWARD

MANAGING MEMBER / CHIEF EXECUTIVE OFFICER

yes

03/2010

Mar 30, 2012

Mar 29, 2024

CHRISTOPHER, KELLY, MELISSA

CHIEF COMPLIANCE OFFICER

12/2018

Mar 28, 2022

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NEXWEALTH LLC

n/a

Independent wealth

$172M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$154M

n/a

2024

Mar 27, 2025

$204M

n/a

2023

Mar 27, 2024

$161M

n/a

2022

Mar 28, 2023

$130M

n/a

2021

Mar 28, 2022

$142M

n/a

2020

Mar 29, 2021

$110M

n/a

2019

Mar 30, 2020

$92.2M

n/a

2018

Mar 29, 2019

$59.4M

n/a

2017

Mar 29, 2018

$36.7M

n/a

2016

Mar 29, 2017

$40.7M

n/a

2015

Mar 23, 2016

$28.5M

n/a

2014

Mar 24, 2015

$182M

n/a

2013

Mar 28, 2014

$83.0M

n/a

2012

Mar 27, 2013

$38.6M

n/a

2011

Mar 30, 2012

$44.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$154M

$204M

-24.5%

$130M

5.9%