Long Focus Capital Management Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 3
- Avg AUM / client
- $812M
- Accounts
- 4
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.7B | 71.6% |
| Corporations and other businesses | 0 | $691M | 28.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $666M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Long Focus Capital Master, Ltd. master | Hedge Fund | Cayman Islands | $666M | 14 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Depiero, Stephen, Albert | Chief Financial Officer And Chief Compliance Officer | May 2014 (12y) | Less than 5% | |
| Helmers, John, Byron | Shareholder | May 2014 (12y) | ≈ 56.25% – 100% via Long Focus Capital Holdings Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Long Focus Capital Holdings Inc. | Managing Member | May 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Helmers, John, Byron: 75% – 100% of Long Focus Capital Holdings Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $666M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Long Focus Capital Master, Ltd. | Hedge Fund | $666M | $1.0M | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $579M (24% of AUM) Mar 2026
- Interactive Brokers $57.3M (8% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗