A complete list of active advisors currently associated with Longwall Family Office
Warmer can help you find a great advisor at Longwall Family Office or one who fits your needs even better.
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.
To learn more about the advisors currently working at Longwall Family Office, 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 |
|---|---|---|
Westport, CT
| 17
| |
Westport, CT
| 3
| |
Westport, CT
| 5
|
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