Mason Gabriel Longstreth

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 12/2018
  Tfo Phoenix, Inc.
  Phoenix, AZ
• 01/2019 → 12/2025
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ
• 01/2022 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ
• 12/2025 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ

Previous Registrations

• 2008-02-21 → 2011-12-12
  Gfo Advisory Services, Llc
  Greenwich, CT
• 2007-05-03 → 2008-05-01
  Inlign Wealth Management, Llc
  Phoenix, AZ

Other Businesses

1. MASON G. LONGSTRETH, CPA; 8006 W. WILLIAMS ROAD, PEORIA, AZ 85383; SOLE PROPRIETOR AS OF 12/22/2011; NON-INVESTMENT RELATED; TAX PREPARATION SERVICE; DEDICATES APPROXIMATELY 3-5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2. Whispering Lore, LLC, Not Investment-related. 8006 W. Williams Road, Peoria AZ 85383. Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Manager and Statutory Agent; Start date-8/21/25. Hours worked per month - 0; Hours worked during security trading hours - 0. 3. Mason and Holly Longstreth, Not Investment-related, 510 Jones Road, Roseburg, OR 97471, Nature of business: Land lease to a local rancher, Position: Co-Owner, Start date-10/07/2025, Hours business and non-business: both zero. Compensation: Less than $7k annually.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-29

Designations

• Certified Financial Planner
• Personal Financial Specialist