Longview Asset Management LLC

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Assets, Funds, Holdings

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Longview Asset Management LLC
CRD #122997
SEC #801-79973
CIK #0001086477
AUM $292.7 MM (2024-03-28)
Employees 6 (67% Investors, 0% Brokers)
Phone505-988-9555
Address136 Grant Avenue
Santa Fe, NM 87501
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002007201320192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
GD 61.2 8.2
ALG 1.4 0.2
PCT 1.2 0.1
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
10.08.06.04.02.00.02013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 187 66.8
(b) Individuals (high net worth individuals) 70 198.2
(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 0.0
(h) Charitable organizations 6 27.6
(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 0 0.0
(n) Other 0 0.0
Total 610 292.7
By Discretionary
Discretionary 610 292.7
Non-Discretionary 0 0.0
Total 610 292.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 292.7
Total 610 292.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001086477]
3 [0001086477]
SC 13G [0001086477]
Form 13D/13G Filer Form 13D/13G Subject Filed
Longview Asset Management LLC Univar Inc [2019-02-13]
Longview Asset Management LLC Univar Inc [2016-06-06]
Longview Asset Management LLC Allison Transmission Holdings Inc [2016-02-11]
Longview Asset Management LLC Polypore International Inc [2012-06-18]
Form 3/4/5 Subject 2011 - 2024
Longview Asset Management LLC
General Dynamics Corp
Comparable Firms State AUM ($BB)
TRED Avon Family Wealth LLC
MD 0.3
Alpha Leonis Partners LLC
NY 0.3
Richard W Paul & Associates LLC
MI 0.3
Wealthharbor Capital Group LLC
LA 0.3
Causey Wealth LLC
CO 0.3
Note Advisors LLC
NY 0.3
Wayfinding Financial LLC
WA 0.3
Spectrum Financial Inc
VA 0.3
Crescent Hill Partners LLC
NY 0.3
Wealth Management Consultants Colorado LLC
TX 0.3
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