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CRD#: 126798
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

LONGSHIP ALTERNATIVE ASSET MANAGEMENT is located at 43 Oyster Bay Road, Locust Valley, NY 11560 and was first established at Long Island, Delaware in 10/02/2001. After operating for 24 years, LONGSHIP ALTERNATIVE ASSET MANAGEMENT has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LONGSHIP ALTERNATIVE ASSET MANAGEMENT’s clients are individuals and 0% of their clients are high net worth individuals. LONGSHIP ALTERNATIVE ASSET MANAGEMENT has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LONGSHIP ALTERNATIVE ASSET MANAGEMENT are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LONGSHIP ALTERNATIVE ASSET MANAGEMENT‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LONGSHIP ALTERNATIVE ASSET MANAGEMENT. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for LONGSHIP ALTERNATIVE ASSET MANAGEMENT Comes From

Understanding the Statistics for LONGSHIP ALTERNATIVE ASSET MANAGEMENT and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
43 Oyster Bay Road, Locust Valley, NY 11560
Mailing Address
43 Oyster Bay Road, Locust Valley, NY 11560
Firm Size
Small
Phone Number
(516) 944-3166
Established
Delaware since 10/02/2001
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
STEARNS, ROBERT FREDERICKPRINCIPAL & OWNER, CHIEF COMPLIANCE OFFICER
BARIS, CONSTANTINE WILLIAMCFO & FINANCIAL OPTIONS PRINCIPAL4533144

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at LONGSHIP ALTERNATIVE ASSET MANAGEMENT

CB

Constantine William Baris

RR
CRD#: 4533144
Location:
Locust Valley, NY 11560
Company:
LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Disclosures:
Experience:
23 years
View Profile
DM

David Edward Mcclean

Davide Edward Mcclean
RR
CRD#: 1211045
Location:
Locust Valley, NY 11560
Company:
LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Disclosures:
Experience:
36 years
View Profile
MK

Michael Nathaniel Kamsky

RR
CRD#: 7396963
Location:
Locust Valley, NY 11560
Company:
LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Disclosures:
Experience:
4 years
View Profile
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