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Building 2LONGWALL FAMILY OFFICE

Map pinWESTPORT, CT
Phone203-209-2785
NotebookSEC #801-127421
Total AUM
$428.2M
Employees
5
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 WRIGHT ST
SUITE 107
WESTPORT
CT 06880
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
203-209-2785
Other Offices
4

ReceiptFinancials

Total AUM
$428.2M
Accounts
120
Discretionary
$245.8M
Accounts
82
Non-Discretionary
$182.4M
Accounts
38

ContactClients

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Individual Clients
24
AUM
$10.2M
HNW Individual Clients
20
AUM
$390.1M
Pooled Vehicle Clients
1
AUM
$17.4M
Corporation or Business Clients
5
AUM
$10.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTIL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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