Longvue Capital Management

RIASEC Registered
Total AUM
$15.2M
Discretionary
$15.2M
100% of AUM
Avg account
$692K
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
123629
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Longvue Capital Management is a small, equity-first registered investment adviser that provides discretionary portfolio management primarily for individuals and families. The firm charges a percentage-of-AUM fee and structures client relationships around direct portfolio management rather than institutional consulting or pension services. Investment activity shows a clear preference for liquid, exchange-traded instruments with an emphasis on concentrated equity exposure; the firm does not position itself as an ESG-focused manager and appears to operate from a single-state footprint. Given the client base and asset scale, the advisory approach is consistent with high-touch, customized portfolios for a limited number of household clients. Portfolios are likely constructed to prioritize market exposure, liquidity, and straightforward implementation—favoring exchange-traded equities as the core building block and using mutual funds as complementary vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Edmund Michniewicz

    Investment Advisor RepresentativeCRD 4612918

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth