Longevity Capital Management LLC
● SEC registered since 2024CRD 328283SEC# 801-129124Thousand Oaks, CA
Reg. AUM
$184.2M
Employees
3
Accounts
254
Location
Thousand Oaks, CA
Longevity Capital Management LLC assets under management
Longevity Capital Management LLC is a registered investment adviser overseen by the SEC based in Thousand Oaks, CA. The firm has been registered since 2024. It reports $184.2 million in regulatory assets under management and employs 3 people.
Longevity Capital Management LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Longevity Capital Management LLC manage?
Longevity Capital Management LLC reports $184.2 million in regulatory assets under management on its Form ADV.
How many employees does Longevity Capital Management LLC have?
Longevity Capital Management LLC reports 3 employees.
Where is Longevity Capital Management LLC located?
Longevity Capital Management LLC is based in Thousand Oaks, CA and has been SEC-registered since 2024.
Does Longevity Capital Management LLC disclose fund performance?
Longevity Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$184.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$184.2Mregulatory AUM
Discretionary $172.8MNon-discretionary $11.4M