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LONGWALL FAMILY OFFICE
Legal name: LONGWALL INVESTMENT PARTNERS, LLC
CRD 324336File 801-127421
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$428.2M
Below cohort median (national)
Discretionary AUM
$245.8M
Non-discretionary $182.4M
Clients
50
120 accounts
Employees
5
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 12, 2023
- Principal office
- 8 WRIGHT ST, SUITE 107, WESTPORT, CT, 06880
- Phone
- 203-209-2785
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $428.2M
- Discretionary AUM
- $245.8M
- Non-discretionary AUM
- $182.4M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 38
- Total accounts
- 120
- AUM per client
- $8.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $10.4M |
| High net worth individuals | 20 | $390.1M |
| Pooled investment vehicles | 1 | $17.4M |
| Individuals (other than high net worth individuals) | 24 | $10.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.