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| Long Wharf Capital LLC
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|---|---|
| CRD # | 158038 |
| SEC # | 801-72539 |
| CIK # | |
| AUM | 919.1 M (2026-04-27) |
| Employees | 24 (21% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-250-7260 |
| Address | One Federal Street, 26th Floor Boston, MA 02110-2009 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Lwvii Virginia Highlands Co-Investment LP | 2026-03-25 | 5.4 M | |
| RE | Long Wharf Real Estate Partners VII LP | [2023-03-30] | 309.7 M | 481.7 M |
| Filed 2024-09-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Long Wharf Real Estate Partners VI LP | [2019-03-29] | 287.9 M | |
| Filed 2018-10-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Long Wharf Real Estate Partners V LP | [2016-03-30] | 437.6 M | 144.1 M |
| Filed 2016-10-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Long Wharf Real Estate Partners IV LP | [2013-02-28] | 165.8 M | 6.2 M |
| Filed 2013-07-15 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Fidelity Real Estate Growth Fund III LP | [2012-03-21] | 344.6 M | |
| RE | Fidelity Real Estate Growth Fund II LP | 2012-03-21 | 11.7 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 4 | 919.1 |
| (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 | 4 | 919.1 |
| By Discretionary | ||
| Discretionary | 4 | 919.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 919.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 919.1 | |
| Total | 4 | 919.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Barrie | Executive Officer | 13 | 3 | |
| Jeffrey Gandel | Executive Officer | 7 | 2 | |
| Michael Elizondo | Executive Officer | 7 | 2 | |
| Lrep V LLC | Executive Officer | 1 | 1 | |
| Lrep VII LLC | Promoter | 1 | 1 | |
| Lrep VI LLC | Executive Officer | 1 | 1 | |
| Lrep IV LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional |
| Fund Types | Real Estate |
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