LWO LLC
SEC RegisteredYour premier access point to the lower middle market.
About the firm
LongWater is a lower middle market investment firm built on trust and driven by relationships, offering Capital Solutions and Private Equity strategies. With approximately $1 billion in regulatory assets under management and 17 years of operation, LongWater sources and executes on institutional-grade assets across five asset classes. The firm focuses on private credit, minority equity, LP fund commitments, and control investments in industrial businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Capital Solutions including private credit, minority equity, and LP fund commitments; and Private Equity focused on control investments in lower middle market industrial businesses.
Who they serve
Financial advisors and individual investors, institutional investors, insurance companies, control buyout funds, and founders and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $891M |
Leadership
Office locations
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LWO LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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