LONGWALL FAMILY OFFICE
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
FINTRXOverview
Longwall Family Office operates as a limited liability partnership and positions itself as an independent RIA with a hedge-fund affiliate. The firm serves high‑net‑worth individuals, families and select institutional clients, functioning as a capital allocator and family‑office style manager. Investment activity centers on direct equity exposure delivered through separately managed accounts and exchange‑traded products, while the firm also sponsors and advises pooled vehicles and selects third‑party managers on behalf of clients. Longwall Family Office charges a mix of percentage‑of‑AUM and fixed fees and provides portfolio management for individuals and pooled investment vehicles. The firm is registered with the SEC (2023) but is not characterized as a newly formed adviser. Sustainability or ESG is not reported as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Private Funds18%
- Other9%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Contacts
3 of 3DOUGLAS HEDLEY
Portfolio ManagerCRD 1258703
KERRY STIRTON
Investment AdvisorCRD 4510252
TERRENCE PURCELL
Portfolio ManagerCRD 2037654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 8 Wright St
- Time zone
- ET (UTC-5)
- Office locations
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