LONG PATH PARTNERS, LP

RIASEC RegisteredEst. 2019
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$75.3M
Accounts
23
Employees
16
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
299053
Registered since
December 2, 2019
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.61%
  • Corporations / Businesses18.39%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Long Path Partners, LP is a limited partnership that operates as a hybrid fund manager combining hedge fund and private equity activities. The firm is SEC-registered (since 2019) and serves institutional clients. It acts in multiple operating roles: portfolio manager for pooled investment vehicles, portfolio manager for businesses or institutions, and it functions as a CPO/CTA and as sponsor/GP/managing member of pooled vehicles. Compensation includes a percentage-of-AUM fee component alongside performance-based fees. Long Path does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • JOHN ADAMS

    COO & CFOCRD 6704501

Contacts

3 of 4
  • EDWARD KEITH

    Partner, Senior AnalystCRD 5474408

  • WILLIAM BRENNAN

    Managing PartnerCRD 4973859

  • BRIAN NELSON

    Partner, Portfolio ManagerCRD 5365787

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth