LongView Asset Management - aVenture Asset Manager Research
Location
Santa Fe, NM, US
Founded
2002
LongView Asset Management specializes in sustainable investing and wealth management for individuals and institutions. Based in Santa Fe, New Mexico, the firm offers tailored investment solutions that align with clients' values, focusing on climate change, social justice, and corporate responsibility. As a Registered Investment Advisor and Certified B Corp, LongView provides comprehensive financial planning and retirement plan solutions.
With over two decades of experience, LongView emphasizes a methodical approach and personalized attention to help clients achieve their financial goals. The firm has made notable investments in companies like Fi and PetDx, typically participating in Series B funding rounds. LongView's commitment to sustainable and responsible investing sets it apart in the wealth management industry.
LongView Asset Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Series B2 (100.0%)
Stage Mix
Series B 100%
Concentration shown as share of disclosed investments by stage.