Long Path Partners, Lp
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Learn more about Long Path Partners, Lp
Long Path Partners, Lp operates as a financial advisory firm located in Stamford, Connecticut. It has $902.0 million in total assets across 16 client accounts, placing it among the larger firms in the nation by assets under management (AUM). The firm has a small group, including 8 financial advisors. Long Path Partners, Lp is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments like options, stocks and bonds.
Long Path Partners, Lp manages all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without needing the customer's permission. The firm oversees an average of $56.4 million for every client account. An average financial advisor at Long Path Partners, Lp manages around two client accounts, placing it among the most individualized financial advisor firms in the country.
Long Path Partners, Lp's main office is located at 1 Landmark Square, Stamford, Connecticut 6901. It is legally allowed to provide services to customers throughout 3 states, including Connecticut, Illinois and Massachusetts.
Assets Under Management
Number of Advisors
Long Path Partners, Lp by the Numbers
A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees billed by Long Path Partners, Lp likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Long Path Partners, Lp.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
It caters to pooled investment vehicles and corporations. Out of its 16 accounts, Long Path Partners, Lp's largest client by number of accounts is corporations. About 19% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Long Path Partners, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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