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| Happy Holidays!! thanks for using AUM13F!! |
| Longevity Capital Management LLC
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|---|---|
| CRD # | 328283 |
| SEC # | 801-129124 |
| CIK # | |
| AUM | $160.0 M (2025-03-27) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 805-917-6771 |
| Address | 515 Marin Street Thousand Oaks, CA 91360 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 14.8 |
| (b) Individuals (high net worth individuals) | 158 | 110.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 34.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 160.0 |
| By Discretionary | ||
| Discretionary | 156 | 150.9 |
| Non-Discretionary | 21 | 9.1 |
| Total | 177 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 177 | 160.0 |
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|---|---|---|
|
ND Pitman & Company Inc
✚
|
AL | 0.2 |
|
Frankly Finances LLC
✚
|
0.2 | |
|
Stratigraphic Asset Management Inc
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0.2 | |
|
Newbridge Wealth Management LLC
✚
|
PA | 0.2 |
|
Westmark Wealth Management LLC
✚
|
AZ | 0.2 |
|
Odlum Brown USA Investment Management Limited
✚
|
0.2 | |
|
Coordinated Capital Securities Inc
✚
|
WI | 0.2 |
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |
|
Gasber Financial Advisors Inc
✚
|
CA | 0.2 |
|
Freestate Advisors LLC
✚
|
KS | 0.2 |