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LONGUEVUE MANAGEMENT COMPANY LLC

METAIRIE, LA · CRD 330117 · IAPD ↗ · lvcpartners.com · 504-293-3600

$1.01BRegulatory AUM
18Advisory reps
25Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — LONGUEVUE MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($802.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
August 2025 — LONGUEVUE MANAGEMENT COMPANY LLC (METAIRIE, LA) is newly SEC-registered with $802.0M RAUM and 18 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.