Longstream Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Longstream Capital Management is a small, single-management registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, and charitable organizations. While it offers standard asset‑based advisory arrangements for portfolio management, the firm reported no assets under management as of December 31, 2025 and manages client assets directly rather than outsourcing to third‑party managers.
The firm creates individualized investment policy statements, seeks discretionary trading authority, and emphasizes long‑term strategies informed by fundamental analysis, modern portfolio theory, and quantitative methods across mutual funds, ETFs, equities, and fixed income. It requires clients to use its recommended custodian for trade execution and custody and receives custodial research and related services that support its investment and operational processes.
A distinctive feature of the firm is that it offers financial planning engagements on both fixed‑fee and hourly bases in addition to percentage‑of‑assets advisory arrangements, an approach that is less common among managers in this category. The firm is operated by a single management person, does not select outside sub‑advisors, and discloses an outside board role at a single‑family office that could be relevant to capacity and potential conflicts of interest.
Client services
Financial planning
Portfolio management
On-going financial consulting services
Expertise
Wealth management
General estate planning guidance
College savings (529s, UTMA, etc.)
Fee options
$2,500 - $100,000 fixed fee for financial plans
$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
$250 - $500 per hour
$3,000 per year for ongoing financial planning, payable monthly and negotiable
Account minimum: $2,000,000
Main office location
Longstream Capital Management LLC
Portland OR, United States
Number of offices
1
Most active in
Longstream Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")