LONGWALL FAMILY OFFICE
Latest filing: Mar 28, 2025 (81 days ago)
AUM
$326,098,591
57% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
-38% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WESTPORT, CT
8 WRIGHT ST, WESTPORT, CT, UNITED STATES, 06880
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.2 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 16 | $0.0 |
| Average Individual AUM | $991,191 | |
| HNW | 11 | $0.3 |
| Average HNW AUM | $25,191,420 | |
| Retail Total | 27 | $0.3 |
| Average Retail AUM | $10,850,543 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.1 |
| EFG BANK AND TRUST (BAHAMAS) LTD | NASSAU--BHS | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 58% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 17% | $0.1 |
| Cash | 11% | $0.0 |
| Other | 11% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KERRY STIRTON | WESTPORT | CT | S63|2002-04-12|S65|2021-07-28 | ||||||
| TERRENCE PURCELL | WESTPORT | CT | S63|1990-11-27|S65|2023-01-09 | ||||||
| JORDAN FRASER | WESTPORT | CT | S65|2022-05-06 | ||||||
| DOUGLAS HEDLEY | WESTPORT | CT | S65|1992-09-14|S63|2013-12-06 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.1 | 57% | 8 | -3 | -38% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 6 | -1 | -17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-03/08/2023, IL-03/08/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV