THOUSAND OAKS, CACRD 328283Latest ADV March 5, 2026
Longevity Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated March 5, 2026, reports $184M in regulatory assets under management, 3 employees, and 254 accounts.
Assets Under Management
$184M
Employees
3
Offices
--
Total Clients
187
Primary office
THOUSAND OAKS, CA
515 MARIN STREET, SUITE 418, THOUSAND OAKS, CA, United States
Top client segmentHNWI represent 88.2% of total clients.
Top client categories% of clientsClients
1
HNWI
88.2%
165
2
Individuals
9.1%
17
3
Corporations
2.7%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 5, 2026
Discretionary93.8%
$173M
94% of total RAUM93.8%
Non-discretionary6.2%
$11M
6% of total RAUM6.2%
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$184M
Total Accounts254
10Y AUM Change+$184M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change-1 (-25.0%)
* 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.