LONGEST & YOUNG, LLC

Overview

Longest & Young, LLC is a small independent registered investment adviser focused on serving individual and family clients, with a primary emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-type structure identified as individual and uses a blended fee model that includes a percentage of assets under management and hourly charges. Longest & Young does not position itself as a capital allocator to other multi-manager platforms; instead it builds client portfolios directly and supplements those portfolios with selected third-party vehicles when appropriate. Investment activity centers on publicly traded equities and exchange-traded instruments as the principal portfolio building blocks, with mutual funds also used for diversification and access. The firm supplements core public-market exposure with allocations to alternatives—specifically hedge funds and private placements—indicating the ability to place accredited clients into less liquid strategies. Longest & Young is not an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices