Lingerfelt Capital Partners LLC

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Assets, Funds, Holdings

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Lingerfelt Capital Partners LLC
CRD #166899
SEC #802-77995
CIK #
AUM
Employees
Phone804-270-0015
Address6641 W Broad St
Richmond, VA 23230
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE Lingerfelt Commonwealth Value Fund III LP [2023-03-15] 30.8 34.2
RE Lingerfelt Commonwealth Value Fund II LP [2015-03-10] 101.5 33.1
RE Lingerfelt Commonwealth Legacy Fund LP [2013-04-19] 30.0 0.0
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
John Mason 10
J Lingerfelt 5
Lynn Medley 4
Kenneth Strickler 4
Alan Lingerfelt 4
Brian Witthoefft 4
Robin Ransom 4
Mark Claud 4
Henry Loughran 2
Lingerfelt Commonwealth Partners LLC 3
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