RIA Intel›Advisers›California›LONGEVITY CAPITAL MANAGEMENT LLC

LONGEVITY CAPITAL MANAGEMENT LLC

Advisory

N·THOUSAND OAKS, CA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$184M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$184M
Discretionary AUM$173M
Non-Discretionary AUM$11M
Discretionary %93.8%
Total Clients177
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingOct 30, 2023
Latest FilingMar 5, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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