Longavista Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longavista Advisors provides discretionary and non‑discretionary investment advisory services to ultra‑high‑net‑worth individuals, family offices, and similar entities under individualized investment agreements. At the time of its initial filing the firm reported no assets under management and indicates it may offer future investment opportunities through special purpose vehicles offered to selected third parties.
The firm pursues a strategic, activist‑style value approach aimed at long‑term capital appreciation through investments in equity and debt of public and private companies, seeking to act as a catalyst for operational, strategic, or governance changes. Investment decisions are driven by independent fundamental research and due diligence, and the firm may employ concentrated positions, derivatives, and short sales; holdings can be multi‑year and may include investment‑specific lock‑ups.
Longavista is a newly organized, single‑manager firm whose principal brings prior senior corporate and private‑equity experience and advanced business training, and it typically accepts only qualified clients with substantial minimum commitments. The adviser’s compensation arrangements include a material performance‑based component, and the brochure highlights potential conflicts and operational considerations that follow from serving on portfolio company boards, filing Schedule 13D disclosures, and managing concentrated, side‑by‑side investments.
Client services
Expertise
Occupation focus
Fee options
Up to 20% of net profits for each Investment
Account minimum: $5 million (may be waived at Advisor's discretion)
Main office
Greenwich CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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