Longview Asset Management, LLC

Retirement Plan Advisor

Santa Fe, NM

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

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