DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Long Angle Management, LLC
Latest filing Mar 26, 2026
First filing on the tape Nov 15, 2024 · 7 filings
SEC status approved since Dec 13, 2024
RAUM
$405M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$405M
derived; firm RAUM over IAPD count
Employees
10
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
59
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$405M as of Mar 26, 2026
Jan 14, 2025$235M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Jan 14, 20250 then
Employees (5.A)10 as of Mar 26, 2026
Jan 14, 20256 then
Private funds59 as of Mar 26, 2026
Jan 14, 202543 then
RAUM +48% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $405MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $6.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 10.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +48%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$405M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 59reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Patrick Thomas Nolan | Dover, De | Feb 5, 2025 | 9 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Patrick Thomas Nolan from Gratus Capital, LLCFeb 5, 2025 · Other
Private funds
43 reported on Schedule D 7.B.(1)
All funds of Long Angle Management, LLC
Owners and control persons
Schedule A and B, latest filing
- Andrew Tad Fallows · Membercontrolsince 03/2023 · owns 25% to 50%
- Janakiram Sriram Gollapalli · Membercontrolsince 03/2023 · owns 25% to 50%
- Thomas Andreas Hagen · Vp Of Investment Platformcontrolsince 09/2024 · owns less than 5%
- Thomas Patrick Nolan · Vp Of Investmentscontrolsince 01/2024 · owns less than 5%
- Joseph Matthew Shechtman · Member & Managing Directorcontrolsince 03/2023 · owns 10% to 25%
- Laurens Bas Van Der Brugge · Chief Compliance Officer / Svp Of Operationscontrolsince 05/2024 · owns less than 5%
Related persons
Schedule D 7.A
- Long Angle Investments LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 26, 2026RAUM (Item 5.F) moved from $273,525,891 to $404,708,887 (+48.0%) between the annual amendments of 2025-03-27 and 2026-03-26; the peer median change was +4.0% (1148 comparable advisers, 90.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 44 to 59Aug 21, 2025 to Mar 26, 2026
- Advisory employees · 2 to 4Aug 21, 2025 to Mar 26, 2026
- Pooled vehicle clients · 44 to 59Aug 21, 2025 to Mar 26, 2026
- Employees · 6 to 10Aug 21, 2025 to Mar 26, 2026
- HQ city · to DOVERAug 21, 2025 to Mar 26, 2026
- HQ state · to DEAug 21, 2025 to Mar 26, 2026
- Private funds · 44 to 59Aug 21, 2025 to Mar 26, 2026
- Discretionary RAUM · $274M to $405MAug 21, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $274M to $405MAug 21, 2025 to Mar 26, 2026
- RAUM · $274M to $405MAug 21, 2025 to Mar 26, 2026
- Accounts · 43 to 44Feb 4, 2025 to Mar 27, 2025
- Pooled vehicle clients · 43 to 44Feb 4, 2025 to Mar 27, 2025
- Financial planning clients · unset to Feb 4, 2025 to Mar 27, 2025
- State-registered IARs · 0 to 1Feb 4, 2025 to Mar 27, 2025
- Private funds · 43 to 44Feb 4, 2025 to Mar 27, 2025
- Discretionary RAUM · $235M to $274MFeb 4, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $235M to $274MFeb 4, 2025 to Mar 27, 2025
- RAUM · $235M to $274MFeb 4, 2025 to Mar 27, 2025
- HQ city · unset to Nov 26, 2024 to Jan 14, 2025
- HQ state · unset to Nov 26, 2024 to Jan 14, 2025
Signals
2 dated events
- Long Angle Management, Llc reported RAUM $404.7M, up 48% from $273.5M (2025-08-21 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- Long Angle Management, Llc filed its initial SEC registration (Form ADV)Nov 15, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Long Angle Management, LLC · Independent Sponsorsshared crd · capital_provider
- Long Angle Management, LLC · Private Equityshared crd · organization
- Long Angle Management, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- longangle.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 808-651-4737reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $405Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Long Angle Management, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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