LONG WHARF CAPITAL LLC
Adviser information for LONG WHARF CAPITAL LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $980.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $980.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $980.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-72539 |
|---|---|
| SEC ERA File Number | 801-72539 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158038 |
| Legal Entity Identifier | None |
Principal Office
ONE FEDERAL STREET, 26TH FLOORBOSTON
MA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 617-250-7260, Fax: 617-695-6368
Chief Compliance Officer
TAMMY L. PLOTKIN
MANAGING DIRECTOR
ONE FEDERAL STREET, 26TH FLOOR
BOSTON
MA
United States
Tel:
617-250-7272
Fax:
617-695-6368
T************@************M
(Full email address available in API data)
Industry Affiliates
| LREP IV LLC | Sponsor, GP, manager of pooled investment vehicles |
| LREP V LLC | Sponsor, GP, manager of pooled investment vehicles |
| LREP VI LLC | Sponsor, GP, manager of pooled investment vehicles |
| LREP VII LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LONG WHARF REAL ESTATE PARTNERS IV, L.P. | Real Estate Fund | $6.2M | $0.3M | 21 |
| LONG WHARF REAL ESTATE PARTNERS V, L.P. | Real Estate Fund | $252.7M | $0.1M | 37 |
| LONG WHARF REAL ESTATE PARTNERS VI, L.P. | Real Estate Fund | $370.1M | $0.3M | 27 |
| LONG WHARF REAL ESTATE PARTNERS VII, L.P. | Real Estate Fund | $351.1M | $5.0M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GANDEL, JEFFREY, S | Individual | LONG WHARF CAPITAL HOLDINGS LLC | MANAGER AND MANAGING PARTNER | 06/2011 | 25-50% |
| LONG WHARF CAPITAL HOLDINGS LLC | Domestic Entity | – | SOLE MEMBER | 06/2011 | > 75% |
| ELIZONDO, MICHAEL, LEE | Individual | LONG WHARF CAPITAL HOLDINGS LLC | MANAGER AND MANAGING PARTNER | 06/2011 | 50-75% |
| GANDEL, JEFFREY, S | Individual | – | MANAGER AND MANAGING PARTNER | 06/2011 | < 5% |
| ELIZONDO, MICHAEL, LEE | Individual | – | MANAGER AND MANAGING PARTNER | 06/2011 | < 5% |
| Plotkin, Tammy, Lynn | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2015 | < 5% |