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Verified 10 Nov 2026

Longwall Family Office

Longwall Family Office is an independently owned, SEC-registered investment adviser in Westport, Connecticut, founded in 2021 to manage portfolios for high-net-worth families and individuals. Its work spans traditional and alternative assets, public and private markets, and equities and fixed income, with tax-aware reviews of whole portfolios. Its Form ADV filed on 23 July 2026 reported $428 million in regulatory assets for 20 clients.

Type
Multi-family office
Location
Westport, Connecticut, United States
Sectors
Public equities, Private funds, Hedge funds, Fixed income
Fund size / AUM
$428M regulatory AUM (Form ADV, filed 2026-07-23)
Latest fund or filing
23 Jul 2026

Contacts on file

For Longwall Family Office, the paid file holds: 1 named decision-maker with roles.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 11 lists