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LONGEVITY CAPITAL MANAGEMENT
LONGEVITY CAPITAL MANAGEMENT LLC
CRD 328283 · SEC 801-129124
515 MARIN STREET, SUITE 418, THOUSAND OAKS, CA, 91360, United States
Phone
805-917-6771
Fax
805-601-7024
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.2M
Discretionary AUM
$172.8M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingINVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $16.6M |
| High net worth individuals | 165 | $124.7M |
| Corporations/business entities | 5 | $217K |
States served
AZ, CA, CO, NE, TX
All web addresses on file
Official SEC filing: View on IAPD