Longwall Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$400,310,002
Clients
44
Advisors
3
of 5 employees
About
Longwall Investment Partners, LLC provides investment advisory services to individuals, high net worth individuals, trusts, estates and retirement plans, delivering customized portfolio management that can include individual equities, fixed income, options, ETFs, mutual funds, alternative investments and allocations to pooled investment vehicles. The firm also serves as investment adviser to Longwall Partners Fund, Ltd., a Cayman Islands private fund that completed a compulsory redemption and is currently in the process of winding down, with the adviser acting in an administrative and liquidation capacity.
LIP describes a primarily long‑term investment approach that uses fundamental—and at times technical—analysis and constructs portfolios to match client goals, risk tolerance and time horizon, offering both discretionary and non‑discretionary management. As of December 31, 2025 the firm reported $428,187,059 in regulatory assets under management, with $245,772,881 managed on a discretionary basis and $182,414,178 on a non‑discretionary basis, and it provides regular monitoring and periodic reporting to clients.
Distinctive features include a relatively large operational footprint—five offices—despite a small advisory team (three advisors) and a concentrated client base (44 clients), producing a high assets‑per‑client profile. The firm’s advisory and control role over a Cayman private fund and its explicit servicing of pooled/private fund vehicles, together with an institutional platform relationship with Fidelity (including software and launch support), are notable relative to many peers.
Client services
Expertise
Fee options
Up to 1.25% annually
Main office
8 Wright St, Suite 107
Westport CT 06880
Advisors at this office
3
Most active in
Connecticut · Illinois
Also doing business as
Dkra Holdings, LLC · Longwall Family Office · Longwall Investment Partners · Longwall Investment Partners, LLC
Disclosures
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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.
Quick links
Advisors at this firm
Terrence P
Series 63, Series 65
Westport, CT
Longwall Family Office
Terrence Purcell is a financial advisor at Longwall Family Office with three years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Purcell Capital Management LLC and Permal Group. Purcell is based in Westport, CT. Longwall Investment Partners, LLC provides customized portfolio management services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing both discretionary and non-discretionary portfolios.
Kerry S
Series 63, Series 65
Westport, CT
Longwall Family Office
Kerry Stirton is a financial advisor at Longwall Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Longwall Investment Partners, LLC, Praxia Financial Services, Alignvest Investment Management - NorthPoint, and Tetrem Capital Management. Outside of his advisory role, he serves as Corporate Secretary and President of Scaleable Magic, an artificial intelligence-based media company. Longwall Investment Partners, LLC provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and private funds. The firm manages approximately $326 million in assets, constructing customized portfolios with a mix of fundamental and technical analysis and offering both discretionary and non-discretionary management.
Douglas H
Series 63, Series 65
Westport, CT
Longwall Family Office
Douglas Hedley Jr. is a financial advisor with Longwall Family Office, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Praxia Financial Services, Dominari Securities, and UBS Financial Services. Longwall Investment Partners, LLC provides customized investment advisory services primarily to high net worth individuals, trusts, estates, and retirement plans, employing a long-term investment approach that uses fundamental and technical analysis. The firm manages a concentrated client base through discretionary and non-discretionary portfolio management and also serves as adviser to a Cayman Islands private fund currently in the process of winding down.
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