Wealth manager, independent · Westport, CT
Longwall Family Office
Longwall Investment Partners, LLC · SEC-registered investment adviser · CRD 324336 · SEC 801-127421
At a glance
Longwall Family Office is an SEC-registered investment adviser based in Westport, Connecticut, with $428 million in regulatory assets under management as of its Form ADV filed July 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 44 individual clients. By Form ADV it is a wealth manager, ranked 3,291st of 8,915 wealth managers and 8,484th of 17,210 SEC-registered advisers by assets.
Main office 203-209-2785longwallfamilyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $428M
- Rank among wealth managers
- #3,291 of 8,915
- Rank among all SEC RIAs
- #8,484 of 17,210
- Rank in Connecticut
- #326 of 507
- Individual clients
- 44
- High-net-worth clients
- 20
- Accounts
- 120
- Discretionary
- 57% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 5
Owners and executives on its Form ADV
- Douglas J. HedleyChief Compliance Officer
Custody and brokerage
2 custodians
- EFG Bank and Trust (bahamas) LTD$132M58%
- Fidelity$97M42%
Other RIAs using EFG Bank and Trust (bahamas) LTDOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 20 | $390M | 91% |
| Pooled investment vehicles | 1 | $17M | 4% |
| Corporations or other businesses | 5 | $10M | 2% |
| Individuals | 24 | $10M | 2% |
Private funds
Longwall Family Office reports 1 private funds with $17M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Longwall Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗longwallfamilyoffice.com ↗
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The full record on Longwall Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 5,861 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Longwall Family Office manage?
Longwall Family Office reports $428 million in regulatory assets under management across 120 accounts, 57% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
What kind of firm is Longwall Family Office?
Longwall Family Office is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Longwall Family Office’s clients?
By assets, its largest client types are high-net-worth individuals ($390 million, 20 clients); pooled investment vehicles ($17 million, 1 clients); corporations or other businesses ($10 million, 5 clients).
Does Longwall Family Office manage private funds?
Yes. It reports 1 private funds with $17 million in gross assets, including hedge funds.
Does Longwall Family Office have any disciplinary history?
Longwall Family Office reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Longwall Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →