SourcingSourcing

LONG PATH PARTNERS, LP

C25
CRD 299053·SEC 801-117712·STAMFORD, CT
AUM
$1.73B
$1B+
Est. Revenue
$17.3M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONG PATH PARTNERS, LP
CRD
299053
SEC file #
801-117712
EIN
000000000
DBA names
Long Path Partners, Lp

Economics

AUM
$1.73B
AUM band
$1B+
AUM trajectory
'20'26
$136.2M → $1.73B▲ +1172%
Client mix
Pooled Investment Vehicles13
Corporations10

Operations

Employees (total)
16
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
6 advisors → 13 advisors▲ +117%
Primary office
STAMFORD CT
Branches
Count1

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/long-path-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRENNAN, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BRENNAN, WILLIAM
NELSON, BRIAN, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001905112
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2022-08-01
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0000919574-26-003080

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon14
Northern Trust9
State Street4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
1 LANDMARK SQUARESUITE 1920STAMFORD, CT 06901
Business
1 LANDMARK SQUARESUITE 1920STAMFORD, CT 06901
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0000919574-26-003080
13F-HR2026-02-17 · 0000919574-26-000992
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4973859
Trust Company Affiliate
Yes

People (5)

5
BRENNAN, WILLIAM
Direct Owner · 62.5%
4973859
NELSON, BRIAN, PAUL
Direct Owner · 37.5%
5365787
JOHNSON, EDWARD, ALBERT
Direct Owner · 7.5%
2858276
KEITH, EDWARD
Direct Owner · 7.5%
5474408
ADAMS, JOHN
Executive Officer · 2.5%
6704501