Longwall Family Office

RIASEC RegisteredEst. 2023

Total AUM

$428M

Discretionary

$246M

57% of AUM

Avg account

$3.6M

Accounts

120

Employees

Advisory reps

Firm details

Headquarters: Westport, Connecticut
CRD number: 324336
Registered since: July 12, 2023
Website: www.longwallfamilyoffice.com
Custodians: EFG BANK AND TRUST (BAHAMAS) LTD, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI91.11%
Pooled Investment Vehicles4.07%
Corporations / Businesses2.44%
Individuals2.38%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Longwall Family Office is an LLC that operates as both an independent registered investment adviser and a hedge fund manager. The firm registered with the SEC in 2023 and positions itself as a capital allocator for a mix of individual/family and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside advisers. Compensation comes through a combination of percentage-of-assets and fixed fees. The firm does not identify as an active ESG investor.