Sign in Sign up for free

Long Trail Investment Management, L.P. (Boston)


Long Trail Investment Management, L.P. is an adviser based in Boston. It manages $12.83 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Long Trail Investment Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Long Trail Investment Management: assets under management

The assets under management (AUM) of Long Trail Investment Management, L.P. is $12.83 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $12.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Long Trail Investment Management, L.P. 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.

Based in Boston

The principal office where Long Trail Investment Management, L.P. performs its advisory services is located at One International Place, 24 Th Floor, Boston, MA 02110, 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 617-310-5110 or by fax 617-310-5109. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


Registered investment advisers similar to Long Trail Investment Management, L.P.