Lwo LLC

Fee-Only (% of Portfolio)

LongWater LLC provides investment management services to private pooled investment vehicles (Funds). LongWater evaluates, structures, and negotiates investments, monitors their performance, and provides administrative services. Investment advice is tailored to each Fund's objectives and restrictions. LongWater focuses on partnering with lower middle market businesses.

Assets Under Management$540M
Clients5
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Lwo LLC | TrueAdvisor