Overview
Assets Under Management: $339 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
LONGVIEW ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122997), LONGVIEW ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LONGVIEW ASSET MANAGEMENT, LLC is headquartered in SANTA FE, NM.
LONGVIEW ASSET MANAGEMENT, LLC serves 68 high-net-worth clients according to their SEC filing dated December 10, 2025. View client details ↓
According to their SEC Form ADV, LONGVIEW ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LONGVIEW ASSET MANAGEMENT, LLC manages $339 million in client assets according to their SEC filing dated December 10, 2025.
According to their SEC Form ADV, LONGVIEW ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 574
Discretionary Accounts: 574
Regulatory Filings
CRD Number: 122997
Filing ID: 2021741
Last Filing Date: 2025-12-10 19:44:17
Website: 0