LINGERFELT CAPITAL PARTNERS, LLC
Adviser information for LINGERFELT CAPITAL PARTNERS, LLC last updated from Form ADV on March 11th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-77995 |
|---|---|
| SEC ERA File Number | 802-77995 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166899 |
| Legal Entity Identifier | None |
Principal Office
6641 W. BROAD ST.SUITE 404
RICHMOND
VA
United States
Monday - Friday, 8:30-5:30
Tel: 804-270-0015, Fax: 804-270-0775
Chief Compliance Officer
NoneIndustry Affiliates
| ALAN T. LINGERFELT | Sponsor or syndicator of limited partnerships |
| ATLANTIC REAL ESTATE CAPITAL, LLC | Real estate broker or dealer |
| J. RYAN LINGERFELT | Real estate broker or dealerSponsor or syndicator of limited partnerships |
| LINGERFELT COMMONWEALTH LEGACY FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LINGERFELT COMMONWEALTH LEGACY FUND LP, LLC | Real estate broker or dealer |
| LINGERFELT COMMONWEALTH VALUE FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LINGERFELT COMMONWEALTH VALUE FUND II LP, LLC | Real estate broker or dealer |
| LINGERFELT COMMONWEALTH VALUE FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LINGERFELT COMMONWEALTH VALUE FUND III, LP | Real estate broker or dealer |
| LINGERFELT COMPANIES, LLC | Sponsor or syndicator of limited partnerships |
| LINGERFELT DEVELOPMENT, LLC | Real estate broker or dealerSponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LINGERFELT COMMONWEALTH LEGACY FUND, L.P. | Real Estate Fund | $0.0M | $0.3M | 0 |
| LINGERFELT COMMONWEALTH VALUE FUND II, L.P. | Real Estate Fund | $31.8M | $0.5M | 92 |
| LINGERFELT COMMONWEALTH VALUE FUND III, L.P. | Real Estate Fund | $28.0M | $0.3M | 56 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LINGERFELT, ALAN, THOMAS | Individual | – | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 12/2012 | < 5% |
| LINGERFELT, JONATHAN, RYAN | Individual | – | PRESIDENT AND CHIEF INVESTMENT OFFICER | 12/2012 | < 5% |
| LINGERFELT DEVELOPMENT, LLC | Domestic Entity | – | OWNER | 12/2012 | > 75% |
| WITTHOEFFT, BRIAN, FREDERICK | Individual | – | MANAGING DIRECTOR | 12/2012 | < 5% |
| LINGERFELT, ALAN, THOMAS | Individual | LINGERFELT DEVELOPMENT, LLC | PRINCIPAL | 06/2012 | 50-75% |
| LINGERFELT, JONATHAN, RYAN | Individual | LINGERFELT DEVELOPMENT, LLC | PRINCIPAL | 06/2012 | 50-75% |
| MEDLEY, LYNN, KELLY | Individual | – | SENIOR VICE PRESIDENT OF FINANCE | 01/2015 | < 5% |