Long Walk Management LP

RIASEC RegisteredEst. 2021
Total AUM
$604M
Discretionary
$604M
100% of AUM
Avg account
$151M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
309271
Registered since
May 3, 2021
Custodians
CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.63%
  • Other19.37%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Long Walk Management LP is a limited partnership that operates as a hedge fund-style investment adviser focused on institutional clients. The firm registered with the SEC in 2021 and is owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional clients. Compensation combines a percentage-of-AUM fee with performance-based fees, and the firm also serves as sponsor/GP or managing member of pooled vehicles and is affiliated with other investment-adviser and commodity pool/CTA activities. The firm does not report being an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 14%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents14%

Owners & executives

1 of 1
  • Sandra Garcia

    Chief Operating OfficerCRD 7661533

Contacts

1 of 1
  • James Zimmerman

    James Zimmerman

    Partner, Portfolio ManagerCRD 7255371

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth