Longs Peak Advisory Services, LLC

Longs Peak Advisory Services, LLC

Investment Management Longmont, Colorado, United States 14 employees
Employees
14
Contacts
2
Emails
2

Longs Peak Advisory Services, LLC Overview

Headquarters
Longmont, Colorado, United States
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
14
Founded
2015
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Longs Peak Advisory Services, LLC

Longs Peak Advisory Services was established to provide members of the investment community with guidance, education, and support relating to GIPS compliance and investment performance measurement, analysis, and reporting. Longs Peak has been in business since 2015 and provides GIPS compliance and investment performance consulting to investment firms and asset owners around the world. In addition, we create institutional quality marketing materials such as factsheets and pitchbooks to present performance results. We utilize proprietary software and our team of performance experts to provide these services accurately, efficiently, and at a reasonable price. We have extensive experience helping firms become GIPS compliant as well as maintain their compliance with the GIPS standards on an ongoing basis. Our team has worked with hundreds of firms of varying sizes across North America, Europe, the Middle East, and Asia and we understand the unique needs and challenges firms face.

Longs Peak Advisory Services, LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Longs Peak Advisory Services, LLC Org Chart

Sample employees and titles
Name Title Contact
Cameron Payseno, Cipm Manager at Longs Peak Advisory
Email
Jocelyn Gilligan, Cfa, Cipm Partner at Longs Peak Advisory
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Sean P. Gilligan, Cfa, Cpa, Cipm Managing Partner at Longs Peak Advisory
Email
Matthew Deatherage, Cfa, Cipm Partner at Longs Peak Advisory
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Employees by Management Level

Individual contributor 4 profiles
Manager 2 profiles
Senior / Lead 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 0
Executive 1 1 0
Finance 1 1 0

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