LONGVIEW ASSET MANAGEMENT, LLC
Adviser information for LONGVIEW ASSET MANAGEMENT, 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 | New Mexico, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 610 | $292.7M |
| Non-Discretionary | 0 | $0 |
| Total | 610 | $292.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 187 | $66.8M |
| HNW Individuals | 70 | $198.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $27.6M |
| 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 | 1 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsRETIREMENT PLAN SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
136 GRANT AVENUESANTA FE
NM
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: (505) 988-9555, Fax: (505) 992-0299
Chief Compliance Officer
DAVID CANTOR
CCO
136 GRANT AVENUE
SANTA FE
NM
United States
Tel:
(505) 988-9555
Fax:
(505) 992-0299
D****@****************M
(Full email address available in API data)
Regulatory Contact
HARLAN FLINT
PRINCIPAL
136 GRANT AVENUE
SANTA FE
NM
United States
Tel:
(505) 988-9555
Fax:
(505) 992-0299
H*****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CANTOR, DAVID, AARON | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 09/2002 | < 5% |
| RAVEN'SWING ASSET MANAGEMENT, INC. | Domestic Entity | – | MEMBER | 04/2004 | > 75% |
| CANTOR, DAVID, AARON | Individual | RAVEN'S WING | PRINCIPAL | 07/2000 | > 75% |
| SIGHTLINE LTD. | Domestic Entity | – | MEMBER | 07/2015 | 10-25% |
| FLINT, HARLAN, MYLES | Individual | – | PRINCIPAL | 07/2015 | < 5% |
| FLINT, HARLAN, MYLES | Individual | SIGHTLINE LTD. | PRINCIPAL | 06/2015 | > 75% |
| Pelaez, Maria, Eugenia | Individual | – | PARTNER | 03/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALAMO GROUP INC | COM | 236M | 1M | – |
| GENERAL DYNAMICS CORP | COM | 8B | 28M | – |
| PURECYCLE TECHNOLOGIES INC | COM | 58M | 10M | – |