Longwall Investment Partners, LLC

Longwall Investment Partners, LLC is a registered investment advisor founded in December 2022 and owned by Longwall Holdings, LLC. The firm offers investment advisory solutions to individuals, high net worth individuals, trusts, estates, retirement plans, and private funds. Longwall Investment Partners serves as a fiduciary to clients, upholding a duty of loyalty, fairness, and good faith. The firm offers continuous and ongoing investment advisory solutions, including non-discretionary and discretionary asset management services. Investment strategies primarily focus on long-term goals, with recommendations for alternative investments, individual stocks, bonds, options, mutual funds, and exchange-traded funds. Clients have the opportunity to place reasonable restrictions on their investments, subject to the advisor's acceptance. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. Longwall Investment Partners manages $326,098,591 of regulatory assets under management as of December 31, 2024, with $113,239,483 managed on a discretionary basis. The fee structure includes management fees for private fund management and investment advisory fees ranging up to 1.50% annually. The firm does not participate in soft dollar programs and does not receive compensation from third parties for recommending accounts. Clients are encouraged to review brokerage statements provided by the custodian and compare them to reports from the advisor. Longwall Investment Partners does not accept physical custody of client accounts and provides both discretionary and non-discretionary investment management services. The firm's Privacy Policy ensures the security and confidentiality of clients' personal information and outlines the sharing of information for servicing clients and authorized users. Clients have the right to limit certain information sharing. For further details or questions, clients can contact the advisor directly at (203) 209-2785.