Frequently Asked Questions (FAQ)

About Long Angle

  • Long Angle was founded by two entrepreneurs after a significant liquidity event. They were looking for unbiased conversations about investing, family, and major financial decisions with peers in similar situations—and could not find a trusted community that met that standard. Long Angle was built to solve that gap.

  • $0. Membership is free.

  • Primarily through optional investment vehicles.

    – For syndicated offerings, Long Angle typically charges a 0.55–1.00% management fee.

    – There is no requirement to participate in any investment.

    Additional optional programs—Trusted Circles, the retreat, curated partner offerings—may have clearly defined costs or sponsorship support. All fees or partner relationships are fully disclosed.

  • Successful entrepreneurs, investors, and professionals managing meaningful wealth and complexity. Most members fall between $5M and $100M in net worth, represent 45+ countries, and span a wide range of professions and ages.

  • People who want to learn from peers, share real experience, and contribute meaningfully. The community is intentionally diverse across geography, professional background, gender, age, and investment style—because broader perspective improves judgment.

  • Applicants complete a 30-minute conversation with a community organizer and must verify they are either a Qualified Client ($2.2M+ in investable assets) or Qualified Purchaser ($5M+ in investable assets). Assets can be illiquid. Verification typically includes an accountant letter or brokerage statement cover page.

  • Using real names helps maintain a transparent, responsible community. This practice encourages genuine interactions and accountability while promoting a secure environment for sharing sensitive information and investment strategies.

  • The hard-and-fast rules are:

    1. Confidentiality

    2. No politics

    3. No soliciting clients

    4. No promoting deals in which you have a conflict of interest.

    Read our full community guidelines.

  • More than 6,000 vetted members across 45+ countries.

  • Referrals are common but not required. If you meet the eligibility criteria and align with the culture, we encourage you to apply.

    • Female: 14%

    • Male: 86%

    Representation continues to increase as the community grows.

Events & Education

  • A mix of:

    – In-person meetups in major metros

    – Virtual workshops, AMAs, and fireside chats

    – Expert-led sessions across investing, tax, family, career, and lifestyle

    – Small-group discussions and member-led deep dives

  • Members navigating major decisions—portfolio strategy, liquidity events, business questions, career transitions, family leadership, parenting, or purpose. Circles support the needs reflected across all Long Angle personas, from entrepreneurs to sophisticated investors.

  • A three-day event bringing together members from around the world. It includes keynotes, panels, workshops, peer breakouts, and social experiences. Programming is built around financial decision-making, family leadership, alternative investments, and meaningful connection.

  • No. Many members benefit primarily from the online community, benchmarking, and peer support. Events enhance value but aren’t required.

Peer Advisory Groups (Trusted Circles)

  • Small, monthly peer advisory groups (6–8 members) focused on financial, professional, and personal decisions. Circles function like a personal board of directors: structured, confidential, and built around clarity and accountability.

  • Members navigating major decisions—portfolio strategy, liquidity events, business questions, career transitions, family leadership, parenting, or purpose. Circles support the needs reflected across all Long Angle personas, from entrepreneurs to sophisticated investors.

  • Yes. Trusted Circles are an optional, paid program with a six-month commitment.

  • Asset allocation, real estate moves, private investments, work shifts, business growth, family systems, relationship dynamics, and personal wellbeing. The emphasis is on structured decision-making and honest feedback.

Curated Partnerships

  • Long Angle evaluates hundreds of prospective partners each year and selects only those who deliver exceptional value across finance, lifestyle, wellness, and family services. Members receive preferential pricing, better access, or improved terms.

  • An optional offering that unlocks priority access to top partners, enhanced benefits, and savings on programs such as Trusted Circles and the Annual Retreat.

  • No. Member data is never sold or shared with partners.

Alternative Investments

  • Institutional-quality private market opportunities—private equity, private credit, venture, real estate, secondaries, and evergreen funds—with reduced minimums and negotiated fees. Participation is optional.

  • Members have invested more than $400M in private markets, averaging over $100M annually.

  • No. Investing is entirely optional.

  • No. Long Angle provides research, underwriting, and education. All decisions remain member-driven. Long Angle is not a wealth manager or financial advisor.

Privacy & Security

  • Member privacy is paramount at Long Angle. We implement advanced security protocols to safeguard personal data and use it solely for internal purposes. Financial proof submitted for verification is promptly deleted to ensure maximum confidentiality. Learn more about our approach to security.

  • You can leave at any time. Your profile will be deleted and, unless you request otherwise, your posts and comments will be removed. Investment commitments follow their existing legal terms.

Login & Technical Help

    1. Click “Login” in the top right

    2. Select “Can’t log in to your account”

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    4. Check your inbox for the reset link

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Disclosures & Notes

  • Long Angle Management, LLC (Long Angle), is an SEC registered investment adviser firm. Registration does not imply a certain level of skill or endorsement. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. This material is for informational purposes only and is not investment advice regarding any security or investment strategy. Long Angle does not provide legal or tax advice, consult your attorney, CPA, or tax professional regarding your situation. Please find our full disclosures here.