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Longwall Family Office
Longwall Family Office was established in 2021 in Westport, Connecticut. Its principals built their experience at firms such as Connecticut Retirement Plans...
Longwall Family Office
Longwall Family Office was established in 2021 in Westport, Connecticut. Its principals built their experience at firms such as Connecticut Retirement Plans and Trust Funds, Goldman Sachs, and Harvard Business School. The wealth under management originates from the partners’ prior careers in institutional asset management rather than a single operating company. The firm deploys capital through fund commitments, direct co-investments, and separately managed accounts. Allocations span private equity, real estate, hedge funds, private credit, natural resources, and public equities. Geographic exposure centers on North America. No specific portfolio holdings or co-investors are named in public materials. Tax-aware planning and risk monitoring form core elements of the mandate. The team includes four senior professionals with combined experience exceeding 120 years. No additional offices are disclosed. Philanthropic advisory appears in service descriptions but no dedicated foundation vehicle is identified. No operational events from the past 24 months appear in available sources. Longwall maintains an SEC registration that distinguishes it from many unregistered family offices. Partners state they co-invest alongside clients where feasible to align incentives.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Westport
Corporate office
8 Wright St, Suite 107, Westport, CT 06880, United States
Principals
Kerry Stirton
Co-Chief Investment Officer & Managing Partner
Terrence Purcell
Co-Chief Investment Officer & Partner
Doug Hedley
Portfolio Manager
Randy Cohen
Partner & Senior Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Longwall Family Office?
Kerry Stirton and Terrence Purcell serve as Co-Chief Investment Officers. They oversee portfolio construction, manager selection, and risk management with input from Doug Hedley and Randy Cohen.
Is Longwall Family Office structured as a single family office or multi-family office?
Longwall operates as a multi-family office serving multiple high-net-worth families and foundations. It is independently owned and SEC-registered.
Does Longwall Family Office participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs. Public materials list Fund of Funds and Direct Co-Investments among confirmed investment types.
What investment stages does Longwall Family Office typically target?
Longwall focuses on long-term strategies across public and private markets without a stated preference for early-stage or growth equity. Emphasis lies on portfolio construction rather than venture origination.
Where does the underlying wealth come from?
Wealth originates from the principals’ prior careers in investment management and advisory roles at institutions including Permal Group and CIBC Asset Management.
How does Longwall Family Office source proprietary deal flow?
Sourcing draws on the partners’ institutional networks and direct relationships. No specific club or proprietary channel is disclosed beyond general due diligence on funds and individual securities.
Does Longwall Family Office maintain philanthropic structures?
The firm offers philanthropic and mission-related investing advice. No separate foundation or dedicated vehicle is identified in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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