LONGWORTH MANAGEMENT COMPANY, INC.
Adviser information for LONGWORTH MANAGEMENT COMPANY, INC. last updated from Form ADV on March 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
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 | No |
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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 | 0 | $0 |
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 | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-74544 |
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SEC ERA File Number | 802-74544 |
SEC CIK Numbers | None |
SEC CRD Numbers | 161036 |
Legal Entity Identifier | None |
Principal Office
17 CHICKADEE DRIVENORFOLK
MA
United States
Monday - Friday, 8:00AM - 5:30PM ET
Tel: 617-513-0209, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
LONGWORTH ADVISORS FUND III LP | Venture Capital Fund | $0.2M | $0.1M | 9 |
LONGWORTH VENTURE PARTNERS III LP | Venture Capital Fund | $24.0M | $0.3M | 27 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARGOLIS, PAUL, AVRAM | Individual | – | CHIEF EXECUTIVE OFFICER AND DIRECTOR OF MANAGEMENT COMPANY | 01/1999 | > 75% |
SAVAGE, JAMES, JOHN | Individual | – | VICE PRESIDENT AND DIRECTOR OF MANAGEMENT COMPANY | 01/1999 | > 75% |
LAWRENCE, JOHN, EDWARD | Individual | – | CHIEF FINANCIAL OFFICER AND DIRECTOR OF MANAGEMENT COMPANY | 09/2001 | > 75% |
BHOWMIK, NEELANJANA | Individual | – | VICE PRESIDENT AND DIRECTOR OF MANAGEMENT COMPANY | 09/2003 | > 75% |
PAUL MARGOLIS LONGWORTH LLC | Domestic Entity | – | MEMBER AND MANAGER OF LONGWORTH VENTURE MANAGEMENT III LLC | 12/2014 | 25-50% |
LAWRENCE, JOHN, EDWARD | Individual | – | MEMBER AND MANAGER OF LONGWORTH VENTURE MANAGEMENT III LLC | 08/2008 | 25-50% |
BHOWMIK, NEELANJANA | Individual | – | MEMBER AND MANAGER OF LONGWORTH VENTURE MANAGEMENT III LLC | 08/2008 | 25-50% |
THE CAROL S. SAVAGE 2016 REVOCABLE TRUST | Domestic Entity | – | MEMBER AND MANAGER OF LONGWORTH VENTURE MANAGEMENT III LLC | 01/2017 | 25-50% |
MARGOLIS, PAUL, AVRAM | Individual | PAUL MARGOLIS LOGWORTH LLC | MEMBER AND MANAGER OF LONGWORTH VENTURE MANAGEMENT III LLC | 08/2008 | 25-50% |
SAVAGE, JAMES, JOHN | Individual | THE CAROL S. SAVAGE 2016 REVOCABLE TRUST | MEMBER AND MANAGER OF LONGWORTH VENTURE MANAGEMENT III LLC | 08/2008 | 25-50% |