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Longwood Capital Partners, LLC (Belmont)


Longwood Capital Partners, LLC is a large advisory firm based in Belmont. It manages $563.8 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Puerto Rico.

Longwood Capital Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Longwood Capital Partners: assets under management

The assets under management (AUM) of Longwood Capital Partners, LLC is $563.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $563.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.97 million each.
Longwood Capital Partners has custody of $267.94 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longwood Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Belmont

The principal office where Longwood Capital Partners, LLC performs its advisory services is located at 1301 Shoreway Road, Belmont, CA 94002, which is also the mailing address of the firm. An additional office of the firm is in San Juan, PR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650- 486-0800 or by fax 650- 486-0820. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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