LONGWALL INVESTMENT PARTNERS, LLC
Adviser information for LONGWALL INVESTMENT PARTNERS, LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| 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 | 18 | $60.7M |
| Non-Discretionary | 63 | $146.7M |
| Total | 81 | $207.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 13 | $6.2M |
| HNW Individuals | 11 | $165.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $16.3M |
| 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 | 8 | $19.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-127421 |
|---|---|
| SEC ERA File Number | 801-127421 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324336 |
| Legal Entity Identifier | None |
Principal Office
8 WRIGHT STSUITE 107
WESTPORT
CT
United States
Monday - Friday, BY APPOINTMENT
Tel: 203-209-2785, Fax: None
Chief Compliance Officer
DOUGLAS HEDLEY
PORTFOLIO MANAGER
8 WRIGHT ST
SUITE 107
WESTPORT
CT
United States
Tel:
203-209-2785
D******@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LONGWALL PARTNERS FUND, LTD. | Hedge Fund | $16.3M | $0.5M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEDLEY, DOUGLAS, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2022 | < 5% |
| LONGWALL HOLDINGS, LLC | Domestic Entity | – | MANAGING MEMBER | 12/2022 | > 75% |