LONG WHARF CAPITAL LLC

RIASEC RegisteredEst. 2011

Total AUM

$919M

Discretionary

$919M

100% of AUM

Avg account

$230M

Accounts

4

Employees

24

Advisory reps

3

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 158038
Registered since: June 30, 2011
Website: longwharf.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Long Wharf Capital LLC is an SEC-registered limited liability company formed in 2011 that operates as a manager of pooled real estate vehicles for institutional investors. The firm functions as sponsor, general partner and managing member of those pooled investment vehicles, providing portfolio management services rather than acting as a multi-manager allocator. Compensation follows a typical manager structure of asset-based fees plus performance-based fees. Long Wharf does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Tammy Plotkin
Managing Director, Chief Compliance OfficerCRD 6572766

Contacts

2 of 2

MICHAEL ELIZONDO
Managing PartnerCRD 5939594
JEFFREY GANDEL
Managing PartnerCRD 2270710

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: SUFFOLK
Address: 1 Federal St
Time zone: ET (UTC-5)
Office locations

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