LONGWALL FAMILY OFFICE

RIASEC RegisteredEst. 2023
Total AUM
$428M
Discretionary
$246M
57% of AUM
Avg account
$3.6M
Accounts
120
Employees
5
Advisory reps
3

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
324336
Registered since
July 12, 2023
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 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

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 64%, Private Funds 18%, Other 9%, Cash & Cash Equivalents 7%, US Government Bonds 1%, State & Local Bonds 1%64%
  • Exchange Traded Equities64%
  • Private Funds18%
  • Other9%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Contacts

3 of 3
  • DOUGLAS HEDLEY

    Portfolio ManagerCRD 1258703

  • KERRY STIRTON

    Investment AdvisorCRD 4510252

  • TERRENCE PURCELL

    Portfolio ManagerCRD 2037654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth