DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L••• P••• P•••••••• L•
Latest filing May 21, 2026
First filing on the tape Oct 31, 2019 · 10 filings
SEC status approved since Dec 2, 2019
RAUM
$1.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
10
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.7B as of May 21, 2026
Mar 24, 2020$223M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 24, 20200 then
Employees (5.A)16 as of May 21, 2026
Mar 24, 20208 then
Private funds10 as of May 21, 2026
Mar 24, 20202 then
RAUM +30% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $75.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.3B, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B82%
- Corporations and businesses$319M18%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 23reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.82 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••• P••• S•••••• C•••••••• M••••• F•••• L••• | Hedge Fund | $428M | 103 | Sep 27, 2018 |
| L••• P••• P••••••• M••••• F•••• L••• | Hedge Fund | $199M | 53 | Mar 29, 2019 |
| L••• P••• C••••••••• F••• 1• L• | Private Equity Fund | $118M | 12 | Mar 24, 2023 |
| L••• P••• O••••••••• F•••• L• | Private Equity Fund | $112M | 73 | Mar 24, 2023 |
| L••• P••• P•••••• I••••••••• P••••••• I• S••• | Private Equity Fund | $45.5M | 97 | Mar 29, 2021 |
| L••• P••• S•••••• C•••••••• F•••• L•no longer reported | Hedge Fund | $5.0M | 17 | Sep 27, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A••••• J••• · Chief Compliance Officer/Chief Operating Officer/Chief Financial Officercontrolsince 08/2018 · owns less than 5%
- B••••••• W•••••• · Managing Partnercontrolsince 08/2018 · owns 50% to 75%
- J••••••• E•••••• A••••• · Partnercontrolsince 08/2018 · owns 5% to 10%
- K••••• E••••• · Partnercontrolsince 08/2018 · owns 5% to 10%
- N•••••• B••••• P••• · Partnercontrolsince 08/2018 · owns 25% to 50%
- B••••••• W•••••• · Managing Membercontrolsince 04/2018 · owns 50% to 75% of L••• P••• H••••••• L••
Entity owners
- L••• P••• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L••• P••• C••••••••• F••• G•• L••pooled vehicle sponsorn
- L••• P••• F••• G•• L••bankpooled vehicle sponsorn
- L••• P••• O••••••••• F••• G•• L••bankpooled vehicle sponsorn
- L••• P••• P••••••• F••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY6 employees
- Boston, MA
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- p•••••• fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 10.0 (+67.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 97.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 17 to 23Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 10 to 13Mar 28, 2025 to Mar 31, 2026
- Corporate clients · 8 to 10Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 13Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $976M to $1.3BMar 28, 2025 to Mar 31, 2026
- Employees · 13 to 16Mar 28, 2025 to Mar 31, 2026
- Private funds · 6 to 10Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $1.7BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.0B to $1.4BMar 28, 2025 to Mar 31, 2026
- RAUM · $1.3B to $1.7BMar 28, 2025 to Mar 31, 2026
- Accounts · 13 to 17Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 11 to 10Mar 29, 2024 to Mar 28, 2025
- Corporate clients · 6 to 8Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 7 to 9Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $857M to $976MMar 29, 2024 to Mar 28, 2025
- Employees · 14 to 13Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 28, 2025
- Private funds · 5 to 6Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.0B to $1.3BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $902M to $1.0BMar 29, 2024 to Mar 28, 2025
- RAUM · $1.0B to $1.3BMar 29, 2024 to Mar 28, 2025
- Accounts · 16 to 13May 4, 2023 to Mar 29, 2024
- Advisory employees · 8 to 11May 4, 2023 to Mar 29, 2024
- Corporate clients · 8 to 6May 4, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 7May 4, 2023 to Mar 29, 2024
- Assets in custody · $643M to $857MMay 4, 2023 to Mar 29, 2024
- Employees · 11 to 14May 4, 2023 to Mar 29, 2024
- Other offices · 1 to 2May 4, 2023 to Mar 29, 2024
- Discretionary RAUM · $845M to $1.0BMay 4, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $732M to $902MMay 4, 2023 to Mar 29, 2024
- RAUM · $845M to $1.0BMay 4, 2023 to Mar 29, 2024
- Assets in custody · $642M to $643MMar 24, 2023 to May 4, 2023
- Discretionary RAUM · $902M to $845MMar 24, 2023 to May 4, 2023
- Pooled vehicle RAUM · $789M to $732MMar 24, 2023 to May 4, 2023
- RAUM · $902M to $845MMar 24, 2023 to May 4, 2023
- Accounts · 11 to 16Mar 31, 2022 to Mar 24, 2023
- Advisory employees · 10 to 8Mar 31, 2022 to Mar 24, 2023
- Corporate clients · 7 to 8Mar 31, 2022 to Mar 24, 2023
- Pooled vehicle clients · 4 to 8Mar 31, 2022 to Mar 24, 2023
- Assets in custody · $481M to $642MMar 31, 2022 to Mar 24, 2023
Signals
7 dated events
- L••• P••• P•••••••• L• reported RAUM $1.7B, up 30% from $1.3B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- L••• P••• P•••••••• L• reported RAUM $1.3B, up 31% from $1.0B (2024-03-29 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Wyatt Alexander Courtney (Partner) no longer on Schedule A of L••• P••• P•••••••• L• (listed 2023-05-04, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- L••• P••• P•••••••• L• reported RAUM $902.0M, up 27% from $711.8M (2022-03-31 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- L••• P••• P•••••••• L• reported RAUM $711.8M, up 43% from $499.2M (2021-03-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- L••• P••• P•••••••• L• reported RAUM $499.2M, up 124% from $223.2M (2020-03-24 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- L••• P••• P•••••••• L• filed its initial SEC registration (Form ADV)Oct 31, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L••• P••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- L••• P••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/long-path-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- longpathpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-883-1967reportedpublic record, Form ADV, May 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026