{
  "crd_number": 324336,
  "slug": "longwall-family-office-westport-ct-324336",
  "primary_business_name": "LONGWALL FAMILY OFFICE",
  "legal_name": "LONGWALL INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Westport",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-12",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 428187059.0,
  "raum_discretionary": 245772881.0,
  "raum_non_discretionary": 182414178.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 10184295.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 390125707.0,
      "count": 20
    },
    "pooled_investment_vehicles": {
      "raum": 17446481.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 10430576.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "IL"
  ],
  "websites": [
    "https://linkedin.com/company/longwall-family-office",
    "https://longwallfamilyoffice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324336",
  "city_as_filed": "WESTPORT",
  "url": "https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336",
  "display_name": "Longwall Family Office",
  "summary": "Longwall Family Office is an SEC-registered investment advisory firm in Westport, CT, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Longwall Family Office (CRD 324336): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Longwall Family Office compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Longwall Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Longwall Family Office charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Longwall Family Office located?",
      "a": "Longwall Family Office's principal office is in Westport, CT, according to its Form ADV."
    },
    {
      "q": "Is Longwall Family Office registered with the SEC or a state?",
      "a": "Longwall Family Office is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324336."
    },
    {
      "q": "How much does Longwall Family Office manage?",
      "a": "Longwall Family Office reports $428,187,059 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (57% discretionary)."
    },
    {
      "q": "How have Longwall Family Office's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Longwall Family Office: Regulatory assets under management: $207,961,330 in the October 2023 data and $428,187,059 in the October 2026 data, up 106%. Total employees: 8 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Longwall Family Office serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (20); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Longwall Family Office use?",
      "a": "Longwall Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists EFG Bank and Trust (Bahamas) Ltd and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Longwall Family Office report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324336"
    },
    {
      "q": "Does Longwall Family Office state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"LIP offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. LIP generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Longwall Family Office's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 3. Regulatory assets under management went from $326,098,591 to $428,187,059 (+31%). No longer lists an office in Lake Forest, IL."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 207961330.0,
      "total_employees": 8,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 207435728.0,
      "total_employees": 8,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 326098591.0,
      "total_employees": 5,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 428187059.0,
      "total_employees": 5,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 3.",
        "Regulatory assets under management went from $326,098,591 to $428,187,059 (+31%).",
        "No longer lists an office in Lake Forest, IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Investment advisory fees range up to 1.25% annually. Fees are paid in arrears or in advance of each month or quarter (\"Billing Period\") pursuant to the terms of the investment advisory agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "LIP offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. LIP generally does not impose a minimum relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.25,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Investment advisory fees range up to 1.25% annually. Fees are paid in arrears or in advance of each month or quarter (\"Billing Period\") pursuant to the terms of the investment advisory agreement.",
      "LIP offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. LIP generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "EFG Bank and Trust (Bahamas) Ltd",
      "name_as_filed": "EFG BANK AND TRUST (BAHAMAS) LTD",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 10184295.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 390125707.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 17446481.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10430576.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324336",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}