LONGWOOD MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
281220
Registered since
August 14, 2015

Firm profile

FINTRX

Overview

Longwood Management LLC is a privately held investment manager organized as a limited liability company and registered with the SEC in 2015. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory practice. Its visible activity centers on advising and managing venture capital funds, positioning Longwood as a fund-focused manager that allocates capital into private-company equity through closed-end fund structures rather than through individual advisory accounts. The firm is not identified as an active ESG investor and does not present as a multi-state retail adviser; its business model emphasizes fund formation and GP services for institutional and accredited investors. Longwood’s regulatory classification and owner structure point to an owner-managed firm that concentrates on pooled vehicles and the operational duties of fund management.

Assets & Accounts

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

Owners & executives

1 of 1
  • JOSHUA LUBOV

    CFOCRD 6049357

Contacts

2 of 2
  • RICHARD ALDRICH

    PartnerCRD 5066454

  • CHRISTOPH WESTPHAL

    Co-Founder & General PartnerCRD 6032918

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
800 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth