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| Longwall Investment Partners LLC
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|
|---|---|
| CRD # | 324336 |
| SEC # | 801-127421 |
| CIK # | |
| AUM | $428.2 M (2026-04-09) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 203-209-2785 |
| Address | 8 Wright St Westport, CT 06880 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Longwall Partners Fund Ltd | 2023-07-06 | 17.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 10.2 |
| (b) Individuals (high net worth individuals) | 20 | 390.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 17.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 428.2 |
| By Discretionary | ||
| Discretionary | 82 | 245.8 |
| Non-Discretionary | 38 | 182.4 |
| Total | 120 | 428.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 131.5 | |
| United States Persons | 296.7 | |
| Total | 120 | 428.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gables Capital Management Inc
✚
|
FL | 0.4 |
|
Fogel Capital Management Inc
✚
|
FL | 0.4 |
|
Princeton Capital Management LLC
✚
|
NJ | 0.4 |
|
Cutler Capital Management LLC
✚
|
MA | 0.4 |
|
White Pine Capital LLC
✚
|
MN | 0.4 |
|
Diker Management LLC
✚
|
NY | 0.4 |
|
Ashdon Investment Management LLC
✚
|
TN | 0.4 |
|
Hollander Asset Management LLC
✚
|
FL | 0.4 |
|
One Oak Capital Management LLC
✚
|
NY | 0.4 |
|
Miller Value Partners LLC
✚
|
FL | 0.4 |