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Longwall Family Office
Multifamily office listing in Westport, Connecticut, United States.
- SEC-registered
- Founded 2021
- Regulatory AUM
- $428 million
- Employees
- 5
- Founded
- 2021
- SEC CRD
- 324336
Independent investment advisory firm serving high-net-worth families and individuals with customized, tax-aware wealth strategies.
Overview
Longwall Family Office is an independently owned investment advisory firm founded in 2021 and registered with the U.S. Securities and Exchange Commission. Its advisory services are offered through Longwall Investment Partners, LLC, in jurisdictions where the firm is properly registered or exempt.1
The firm works with high-net-worth families and individuals on customized portfolio construction, risk management, tax-aware assessments, and coordination across complex investment relationships. Longwall also provides consolidated visibility across clients’ investment relationships and multiple advisers.1
History
Longwall Family Office was founded in 2021.1
Leadership
Longwall identifies Kerry Stirton as Co-Chief Investment Officer and Managing Partner, Terrence Purcell as Co-Chief Investment Officer and Partner, Doug Hedley as Portfolio Manager, Randy Cohen as Partner and Senior Advisor, Huan Ni as Associate, and Lisa Passero as Associate.2
Services
Longwall’s services include bespoke investment advisory, tax-aware investment strategies, and fund management. Its advisory work can include portfolio reviews, investment-goal and constraint charters, custom portfolio design, investment due diligence, risk monitoring, investment education, succession planning, estate and philanthropic planning, and tax optimization.3
The firm also offers lifestyle-related services such as global search and rescue, emergency medical evacuation, insurance advisory, trust and estate planning, and specialized and core tax services.4
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Philanthropy
- Administration and bill pay
- Risk and insurance
- Private and alternative investments
Client Focus
Longwall describes its clients as families seeking long-term, strategic portfolio management and bespoke wealth strategies tailored to their individual circumstances.3
Approach
The firm combines alternative and traditional investments, public and private markets, and equity and fixed-income strategies, supported by fundamental and technical research. Its investment capabilities span equities, fixed income, currencies, treasuries, alternatives, real assets, and commodities.3
Longwall emphasizes client education, candid dialogue, and multi-generational engagement. It also says the firm seeks alignment by investing alongside client capital where possible.1
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2025 | $326 million | $113 million | $213 million |
| 2026 | $428 million | $246 million | $182 million |
| Year | Average AUM per client |
|---|---|
| 2025 | $9 million |
| 2026 | $9 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 24 |
| High net worth individuals | 20 |
| Pooled investment vehicles | 1 |
| Corporations | 5 |
| Year | Employees |
|---|---|
| 2023 | 6 |
| 2025 | 5 |
| 2026 | 5 |
Ranks #4 of 5 SEC-registered firms in CT on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 324336. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What types of clients does Longwall Family Office serve?
Longwall serves high-net-worth families and individuals seeking customized portfolio management and wealth strategies.3
What investments does Longwall manage?
The firm manages investments across equities, fixed income, currencies, treasuries, alternatives, real assets, and commodities.3
Does Longwall provide estate and tax planning support?
Yes. Its stated services include succession planning, estate and philanthropic planning, tax optimization, trust and estate planning, and specialized and core tax services.34
Related resources
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- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related estate planning topics. A reader can use these materials to prepare questions about transferring wealth, coordinating tax considerations, and organizing family decisions when evaluating an advisory relationship that includes estate planning.
- GuideMFO vs SFO vs virtual family office
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- DataMFO registration status data
Registration status data gives readers a way to review public information about firms listed on MultifamilyOffices.com. Checking this information can support a business owner's or family's due diligence when discussing investment management, private investments, risk services, and the scope of an advisory relationship.
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Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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