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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2023
- Office Locations
- 2
Office Locations
About Longwall Family Office
Longwall Family Office (Longwall Investment Partners) provides comprehensive portfolio management and family office services for high-net-worth families and foundations, including customized portfolio construction, risk management, and tax-aware planning. The firm invests across public and private markets—equities, fixed income, ETFs and private offerings—and helps simplify complex, multi-advisor portfolios with consolidated visibility on one platform. Led by a senior team with 30+ years’ experience, it is an SEC-registered investment adviser.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS JOHN HEDLEY JR
Chief Compliance Officer
- CRD
- #1258703
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Randy Cohen
Partner & Senior Advisor to Longwall
- CRD
- --
DOUGLAS JOHN HEDLEY JR
Chief Compliance Officer
- CRD
- #1258703
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,772,881 | $2,997,230 |
| Non-Discretionary | $182,414,178 | $4,800,373 |
| Total | $428,187,059 | $3,568,225 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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