Longwall Investment Partners, Llc
- Regulatory AUM
- $428M
- Discretionary
- $246M
- Clients
- 50
- Avg AUM / client
- $8.6M
- Accounts
- 120
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $10.2M | 2.38% |
| High net worth individuals | 20 | $390M | 91.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $17.4M | 4.07% |
| Corporations and other businesses | 5 | $10.4M | 2.44% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $16.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Longwall Partners Fund, Ltd. | Hedge Fund | Cayman Islands | $16.3M | 5 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas John Hedley | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Kerry James Stirton | Registered representative | Apr 2023 (3y) | ||
| Terrence Devine Purcell | Registered representative | Apr 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Longwall Holdings, Llc | Managing Member | Dec 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $16.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Longwall Partners Fund, Ltd. | Hedge Fund | $16.3M | $500K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Efg Bank & Trust (Bahamas) Ltd $132M (31% of AUM) Apr 2026
- National Financial Services (Fidelity) $97.1M (23% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗