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.
SEC-registered adviser
Longuevue Management Company LLC
Latest filing Apr 13, 2026
First filing on the tape Jul 3, 2025 · 4 filings
SEC status approved since Jul 28, 2025
RAUM
$1.0B
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
25
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$1.0B as of Apr 13, 2026
Jul 3, 2025$802M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 13, 2026
Jul 3, 20250 then
Employees (5.A)25 as of Apr 13, 2026
Jul 3, 202525 then
Private funds4 as of Apr 13, 2026
Jul 3, 20255 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 13, 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
- $251MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Longuevue Capital Partners IV, LP | Private Equity Fund | $279M | 68 | Mar 26, 2024 |
| Longuevue Capital Partners III, LP | Private Equity Fund | $267M | 41 | Mar 26, 2024 |
| Longuevue Capital Partners Sidecar I, LP | Private Equity Fund | $100.0M | 6 | Mar 26, 2024 |
| Longuevue Capital Partners II, LP | Private Equity Fund | $85.9M | 50 | Mar 28, 2012 |
| Inline Capital Partners, LLC | Private Equity Fund | $3.5M | 41 | Mar 26, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Arendall Charles Cox · Partner & Head Of Business Developmentcontrolsince 01/2023 · owns less than 5%
- Joseph Raymond Jeandron · Managing Partnercontrolsince 01/2023 · owns 25% to 50%
- Charles John Mcnamara · Ceo/Co-Foundercontrolsince 09/2011 · owns 50% to 75%
- Anthony Steven Mecca · Chief Compliance Officer & Chief Financial Officercontrolsince 08/2025 · owns less than 5%
- Kenneth Ryan Nagim · Managing Partnercontrolsince 01/2023 · owns 25% to 50%
- Critchfield John Austin Rees · Principalcontrolsince 01/2023 · owns less than 5%
- Stephen Rick Rees · Chairman/Co-Foundercontrolsince 09/2011 · owns less than 5%
- Zachary Max Vorhoff · Partnercontrolsince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 4Mar 30, 2026 to Apr 13, 2026
- Pooled vehicle clients · 5 to 4Mar 30, 2026 to Apr 13, 2026
- Private funds · 5 to 4Mar 30, 2026 to Apr 13, 2026
- Assets in custody · 801963899.0 to unsetAug 27, 2025 to Mar 30, 2026
- Custody of client assets · true to falseAug 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $802M to $1.0BAug 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $802M to $1.0BAug 27, 2025 to Mar 30, 2026
- RAUM · $802M to $1.0BAug 27, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Jul 3, 2025 to Aug 27, 2025
Signals
1 dated events
- Longuevue Management Company Llc reported RAUM $1.0B, up 25% from $802.0M (2025-08-27 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- LongueVue Management Company, LLC · Independent Sponsorsshared crd · capital_provider
- Longuevue Management Company LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/longuevue-capital-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- longuevuecapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 504-293-3600reportedpublic record, Form ADV, Apr 13, 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