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The Longchamp Group, Inc. (New York)


The Longchamp Group, Inc. is a large advisory firm based in New York. It manages $905 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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The Longchamp Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Longchamp Group: assets under management

The assets under management (AUM) of The Longchamp Group, Inc. is $905 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $640 million in discretionary accounts and $265 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $88.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Longchamp Group, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
G Moffett Cochran Member 1 Oct 2001 25% - 50% 2264835
George Moffett Cochran Member 1 Oct 2001 Other 2264835
Martin Jaffe Member 1 Oct 2001 Other 867822
Vulcan Wealth Management Llc Member 1 Apr 2004 25% - 50% 20-8584321
Vulcan Capital Private Equity Inc Member 1 Dec 2004 75% - 100% 68-0597670
Vulcan Capital Private Equity I Llc Member 1 Mar 2007 75% - 100% 68-0597675
Paul G. Allen Chairman 1 Dec 2007 75% - 100% 5338518
Vulcan Wealth Management Llc Member 1 Jan 2009 25% - 50% 20-8584321
Silvercrest L.P. Managing member 1 Jan 2009 75% - 100% 26-3854106
Silvercrest Gp Llc General partner 1 Jan 2009 Other 26-3853993

Based in New York

The principal office where The Longchamp Group, Inc. performs its advisory services is located at 1330 Avenue Of The Americas, 39 Th Floor, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-397-8800 or by fax 212-397-8975. The normal business hours are 9 a.m. to 6 p.m. est on Monday - Friday. You can find more information about the New York firm at www.thelongchampgroup.com.


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