| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Joseph McGray | Member | 10-25% | 2018 |
| Terri Ann McGray Control | President, Wealth Manager, And Chief Compliance Officer | Over 75% | 2018 |
Longevity Capital Management LLC reports $160 million in regulatory assets under management on its Form ADV.
Longevity Capital Management LLC reports 3 employees.
Longevity Capital Management LLC is based in Thousand Oaks, CA and has been SEC-registered since 2024.
Longevity Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 515 Marin Street, Suite 418, Thousand Oaks, CA 91360 |
| Phone | 805-917-6771 |
| Fax | 805-601-7024 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $150.9M |
| Non-discretionary | $9.1M |
| Total (RAUM) | $160M |