Longwall Family Office

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Client assets under management

$400,310,002

Clients

45% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$9,097,955

About

Longwall Investment Partners, LLC provides investment advisory services to individuals, high net worth individuals, trusts, estates and retirement plans, delivering customized portfolio management that can include individual equities, fixed income, options, ETFs, mutual funds, alternative investments and allocations to pooled investment vehicles. The firm also serves as investment adviser to Longwall Partners Fund, Ltd., a Cayman Islands private fund that completed a compulsory redemption and is currently in the process of winding down, with the adviser acting in an administrative and liquidation capacity.

LIP describes a primarily long‑term investment approach that uses fundamental—and at times technical—analysis and constructs portfolios to match client goals, risk tolerance and time horizon, offering both discretionary and non‑discretionary management. As of December 31, 2025 the firm reported $428,187,059 in regulatory assets under management, with $245,772,881 managed on a discretionary basis and $182,414,178 on a non‑discretionary basis, and it provides regular monitoring and periodic reporting to clients.

Distinctive features include a relatively large operational footprint—five offices—despite a small advisory team (three advisors) and a concentrated client base (44 clients), producing a high assets‑per‑client profile. The firm’s advisory and control role over a Cayman private fund and its explicit servicing of pooled/private fund vehicles, together with an institutional platform relationship with Fidelity (including software and launch support), are notable relative to many peers.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies

Fee options

Percentage

Up to 1.25% annually

Main office location

Longwall Family Office

8 Wright St, Suite 107

Westport CT 06880, United States

Number of offices

Most active in

Connecticut · Illinois

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 203-209-2785

Advisors at this firm

Terrence P

Series 63, Series 65

Westport, CT

Longwall Family Office

Terrence Purcell is a financial advisor at Longwall Family Office with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Longwall Investment Partners, LLC, he worked at Purcell Capital Management LLC and the Permal Group. Longwall Investment Partners, LLC provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and private funds. The firm manages approximately $326 million in regulatory assets and constructs customized, primarily long-term portfolios using fundamental and technical analysis.

Private / alternative investments Options & derivatives strategies

Kerry S

Series 63, Series 65

Westport, CT

Longwall Family Office

Kerry Stirton is a financial advisor at Longwall Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Longwall Investment Partners, LLC, Praxia Financial Services, Alignvest Investment Management - NorthPoint, and Tetrem Capital Management. Outside of his advisory role, he serves as Corporate Secretary and President of Scaleable Magic, an artificial intelligence-based media company. Longwall Investment Partners, LLC provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and private funds. The firm manages approximately $326 million in assets, constructing customized portfolios with a mix of fundamental and technical analysis and offering both discretionary and non-discretionary management.

Private / alternative investments Options & derivatives strategies

Douglas H

Series 63, Series 65

Westport, CT

Longwall Family Office

Douglas Hedley is a financial advisor at Longwall Family Office with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Praxia Financial Services, LLC for eight years before joining Longwall Investment Partners, LLC. Longwall Investment Partners, LLC provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and private funds. The firm manages approximately $326 million in regulatory assets, offering customized, primarily long-term portfolios using fundamental and technical analysis across a range of investment vehicles.

Private / alternative investments Options & derivatives strategies

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