$48.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-2017
- Office Locations
- 1
Office Locations
-- Longmeadow MA
About Long Game Financial, LLC
Long Game Financial is a multi-state registered investment adviser serving retail and institutional clients. The firm builds and manages concentrated, long-term-biased equity portfolios targeting strong risk-adjusted returns across market cycles, guided by its CAM framework (competitively advantaged, attractively valued, managerially aligned businesses).
Team overview
-- AVG AGE
$48.0M AVG AUM / ADVISOR
$857.0K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Summit Vital ember Summit Atlas meridian Timber quantum
Client Personas
Timber optima
CRM
Matrix radial
Custodian
Eagle zenith Optima timber
Investment Themes
Delta vertex North Matrix glacier
Investment Vehicles
Focus
Services
Glacier prime
Owner & Executives
C
CHARLES EDMUND BERESFORD
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, Portfolio Manager
- CRD
- #5942485
- Ownership
- 75% or more
(270) 728-6190
summit.legacy@wavecapital.com
in linkedin.com/in/zenith-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,990,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,990,351 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,990,351
Equity - Exchange:
47.0% Public Funds:
53.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,769,153,153 | 47.0% |
| Public Funds | $4,250,321,640 | 53.0% |
| Total | $8,019,474,793 | 100.0% |