SourcingSourcing

LONGWALL INVESTMENT PARTNERS, LLC

B62
CRD 324336·SEC 801-127421·WESTPORT, CT
AUM
$428.2M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONGWALL INVESTMENT PARTNERS, LLC
CRD
324336
SEC file #
801-127421
EIN
—
DBA names
Longwall Family Office

Economics

AUM
$428.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$326.1M → $428.2M▲ +31%
Client mix
Individuals Other24
Individuals High Net Worth20
Corporations5
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
5 advisors → 3 advisors▼ -40%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
linkedin.com/company/longwall-family-office(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LONGWALL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
LONGWALL HOLDINGS, LLC
HEDLEY, DOUGLAS, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:longwall.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
HEDLEY, DOUGLAS, JOHN
IAR · Executive Officer · 2.5%
1258703
KERRY JAMES STIRTON
IAR
4510252
TERRENCE DEVINE PURCELL
IAR
2037654