Longavista Advisors, LLC

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Longavista Advisors provides investment advice to wealthy individuals and family offices, aiming for long-term capital growth. Longavista invests in publicly traded and private companies, seeking to improve their operations and governance. Longavista may create special investment vehicles with different terms. Investing with Longavista is speculative and involves a high degree of risk.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The Advisor is also entitled to receive a performance fee from Clients of up to 20% of net profits for each Investment.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm