Longwall Family Office is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Westport, CT. Its latest Form ADV filing, dated April 9, 2026, reports $428M in regulatory assets under management, 5 employees, 4 offices, and 120 accounts.
Assets Under Management
$428M
Employees
5
Offices
4 offices
Total Clients
50
Primary office
WESTPORT, CT
8 WRIGHT ST, SUITE 107, WESTPORT, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.0% of total clients.
Top client categories% of clientsClients
1
Individuals
48.0%
24
2
HNWI
40.0%
20
3
Corporations
10.0%
5
4
Pooled Investment Vehicles
2.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$428Mas of April 9, 2026
Discretionary57.4%
$246M
57% of total RAUM57.4%
Non-discretionary42.6%
$182M
43% of total RAUM42.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$428M
Total Accounts120
10Y AUM Change+$428M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee10:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.