A complete list of active advisors currently associated with Longavista Advisors, LLC
Warmer can help you find a great advisor at Longavista Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Longavista Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greenwich, CT
| 4
|
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