About Longview Asset Management, LLC
<p>Founded in 2002, Longview Asset Management, LLC is a Registered Investment Advisor based in Santa Fe in northern New Mexico, serving clients across the broader Southwest and beyond. The firm reports $9.4B in assets under management (2026) and is known for long-term investing with an ESG focus.</p> <p>Longview is a Certified B Corporation, with an operating model that weighs environmental and social responsibility alongside financial results. A key differentiator is its single, proprietary strategy—the Longview Portfolio—used across the firm’s relationships.</p> <p>Clients include wealthy individuals, families, and charities. Longview emphasizes a disciplined process designed to reduce emotion in investment decisions and keep portfolios aligned with long-range goals for preservation and growth. For retirement plan sponsors, the firm also provides 3(38) investment management support as part of its work as a <a href="/plan-advisors">plan advisor</a> within the wider group of <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>Founded in 2002</li> <li>Headquartered in Santa Fe, New Mexico</li> <li>Certified B Corporation</li> <li>3(38) investment manager services for retirement plans</li> </ul>
Website: https://longviewassets.com/
Founded: 2002
Office Locations
- Santa Fe, NM (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $9.4B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST RETIREMENT PLAN | ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST, NM | $10M | 174 |