LONGFORD CAPITAL
LONGFORD CAPITAL MANAGEMENT, LP Legal Name
Adviser information for LONGFORD CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $1.0B |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $1.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110313 |
|---|---|
| SEC ERA File Number | 801-110313 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284049 |
| Legal Entity Identifier | None |
Principal Office
35 WEST WACKER DRIVESUITE 3700
CHICAGO
IL
United States
Monday - Friday, 8:00-5:00
Tel: 312-212-8240, Fax: None
Chief Compliance Officer
TIMOTHY S. FARRELL
CO-FOUNDER AND MANAGING DIRECTOR
35 WEST WACKER DRIVE
SUITE 3700
CHICAGO
IL
United States
Tel:
312-212-8240
T*******@******************M
(Full email address available in API data)
Industry Affiliates
| LONGFORD INVESTMENT GROUP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LONGFORD INVESTMENT GROUP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LONGFORD INVESTMENT GROUP IIIP-GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LONGFORD INVESTMENT GROUP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LONGFORD CAPITAL FUND I, LP | Private Equity Fund | $18.6M | $1.0M | 36 |
| LONGFORD CAPITAL FUND II, LP | Private Equity Fund | $355.4M | $1.0M | 207 |
| LONGFORD CAPITAL FUND III, LP | Private Equity Fund | $520.5M | $5.0M | 180 |
| LONGFORD CAPITAL FUND P, LP | Private Equity Fund | $108.7M | $5.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STRONG, WILLIAM, HAROLD | Individual | – | LIMITED PARTNER | 05/2014 | 10-25% |
| FARRELL, TIMOTHY, SEAN | Individual | – | CO-FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | 08/2012 | 25-50% |
| FARRELL, WILLIAM, PATRICK | Individual | – | CO-FOUNDER, MANAGING DIRECTOR, GENERAL COUNSEL | 08/2012 | 25-50% |
| NICOLAS, MICHAEL, ANTHONY | Individual | – | CO-FOUNDER, MANAGING DIRECTOR | 08/2012 | 10-25% |
| LONGFORD ADVISORS, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2012 | < 5% |
| GARDA, JOHN, EMIL | Individual | – | MANAGING DIRECTOR, HEAD OF DALLAS OFFICE | 05/2019 | < 5% |
| LEAVITT, JOSHUA, AARON | Individual | – | MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER | 06/2021 | < 5% |