lp
Long Path Partners, Lp
SEC-regulated
Registered investment advisor
Long Path Partners, LP is an investment adviser registered with the SEC since December 2, 2019. The firm, controlled by William T. Brennan, provides discretionary advisory services to private investment funds and separately managed accounts. Long Path managed $1,338,002,496 in regulatory assets under management as of 12/31/2024. The firm charges management fees ranging from 0% to 1.25% for Managed Accounts and 1.00% to 1.25% for Funds, along with incentive allocations typically between 15% and 25%. Long Path's investment objective is to generate long-term absolute returns while minimizing risk by investing in high-quality businesses. The firm primarily invests in equity securities of publicly traded and private companies, with no geographical limitations. Long Path has a Code of Ethics ensuring fair dealings and compliance with securities laws. The firm may engage in soft dollar relationships for research and brokerage services. Long Path reviews Client accounts regularly and has custody of Client assets. The firm has proxy voting policies to vote in the best interests of Clients. Clients may contact the Compliance Officer for further information on the firm's practices.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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