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.longwallip.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 operates as an SEC-registered investment adviser and limited liability company that mixes family-office-style services with registered RIA and hedge fund activity. Founded into SEC registration in 2023, the firm serves high-net-worth individuals and families as well as institutional clients and acts as a capital allocator that both manages client portfolios and selects outside managers. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and manager selection for clients. Compensation is a blend of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor.