SourcingSourcing

LONG SHORT ADVISORS, LLC

B59
CRD 153632·SEC 801-71538·PALM BEACH GARDENS, FL
AUM
$154.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$463K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONG SHORT ADVISORS, LLC
CRD
153632
SEC file #
801-71538
EIN
262325167
DBA names
—

Economics

AUM
$154.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$59.4M → $154.2M▲ +160%
Client mix
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
PALM BEACH GARDENS FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
longshortadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEST, MATTHEW, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WEST, MATTHEW, EDWARD
CHRISTOPHER, KELLY, MELISSA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LONGSHORTADVISORS.COM
Rdap Domain Creation Date
2010-04-10T23:17:19Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001570284
Edgar Registered
Yes
Edgar Filing Count
41
Edgar First Filing Date
2013-02-21
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001062993-26-002558

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2502 N. ROCKY POINT DR.SUITE 665TAMPA, FL 33607
Business
2502 N. ROCKY POINT DR.SUITE 665TAMPA, FL 33607
Edgar EIN
262325167
Edgar Recent Filings
13F-HR2026-05-13 · 0001062993-26-002558
SCHEDULE 13G/A2026-05-13 · 0001062993-26-002549
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-10T23:17:19Z
Rdap Domain Last Changed
2026-01-12T18:50:15Z
Rdap Nameservers
Ns95.worldnic.comNs96.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2057782
Trust Company Affiliate
No

People (2)

2
WEST, MATTHEW, EDWARD
Direct Owner · 87.5%
2057782
CHRISTOPHER, KELLY, MELISSA
Executive Officer · 2.5%
6000499