Longrange Capital, L.P

CRD#309379
Investment Advisor Firm

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Learn more about Longrange Capital, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Longrange Capital, L.P is located at 100 First Stamford Place, Stamford, CT. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Longrange Capital, L.P is not a registered broker-dealer.

    The firm oversees $1.8 billion in assets under management across 3 accounts, all of which are discretionary. Services offered include portfolio management for pooled investment vehicles. The firm maintains an affiliation as a commodity pool advisor. The fee structure includes fixed and other fees. Longrange Capital, L.P serves pooled investment vehicles, which also represent the largest client type by accounts.

    Longrange Capital, L.P is registered in the state of Connecticut.

    Assets Under Management

    $1.8 billion

    Number of Advisors

    16

    Disclosures

    No

    Office Location

    100 First Stamford Place
    Stamford, CT 06902

    Longrange Capital, L.P by the Numbers

    Total Assets Under Management

    $1.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    16

    National Average: 64
    Total Number of Accounts

    3

    National Average: 375,227
    Average Account Size

    $591.0 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice typically depend on which services the firm provides the client. Fees billed by Longrange Capital, L.P can include some combination of the following fee types: fixed and other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. The firm can withdraw its fees directly from client funds.

    Available

    • Offered by 32% of firms

      Fixed

      Show Explanation

      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.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show 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.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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

      Commissions

      Show Explanation

      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 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      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 0% of firms that offer this fee type

      Subscription

      Show Explanation

      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.

    Back to Overview

    Types of Clients

    The company caters to pooled investment vehicles. Out of its 3 clients, Longrange Capital, L.P's biggest client by number of accounts is pooled investment vehicles. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • 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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    Disclosures

    Longrange Capital, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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