Long/Short

Long/short: Schwab's margin risk addendum is worth reading

Concise and helpful

May 7 • Brent Sullivan

Tax-aware long/short grows to $150+ billion AUM

A comprehensive estimate of net AUM

Apr 30 • Brent Sullivan

Tax-aware long/short: updated market map and choosing gud investments

Let's get back to basics

Apr 2 • Brent Sullivan

Tax-aware long/short: Fidelity to selectively and substantially increase financing costs

Adviser: "I kinda get it"

Mar 26 • Brent Sullivan

Tax-aware long/short: integrated to overlay via Section 351

Long position cost basis is a finite resource

Mar 17 • Brent Sullivan

Fidelity indefinitely pausing new long/short account openings

"move those to Schwab"

Feb 19 • Brent Sullivan

Tax-aware long/short working group intake

Did you fill out the TPS report?

Jan 30 • Brent Sullivan

Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings

Advisers consider diversifying custody exposure

Jan 11 • Brent Sullivan

Announcing: Tax-aware long/short working group

Also... do people read books anymore?

Jan 8

Jumbo portfolio manager adds tax-aware long/short private fund

See what I did there?

Dec 28, 2025 • Brent Sullivan

Tax-aware long/short: new entrants and innovation

As the table stakes rise, so should the quality of play?

Dec 19, 2025 • Brent Sullivan

Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026

An adviser said it was "tech and process improvements"

Dec 14, 2025 • Brent Sullivan

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts