Long Wharf Capital Llc
- Regulatory AUM
- $919M
- Discretionary
- $919M
- Clients
- 4
- Avg AUM / client
- $230M
- Accounts
- 4
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $919M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $980M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Long Wharf Real Estate Partners Vi, L.P. | Real Estate Fund | Delaware | $370M | 27 |
| Long Wharf Real Estate Partners Vii, L.P. | Real Estate Fund | Delaware | $351M | 16 |
| Long Wharf Real Estate Partners V, L.P. | Real Estate Fund | Delaware | $253M | 37 |
| Long Wharf Real Estate Partners Iv, L.P. | Real Estate Fund | Delaware | $6.2M | 21 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| U. S. Retirement Plan Mars, Incorporated | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elizondo, Michael, Lee | Manager And Managing Partner | Jun 2011 (15y) | ≈ 37.5% – 75% via Long Wharf Capital Holdings Llc | |
| Gandel, Jeffrey, S | Manager And Managing Partner | Jun 2011 (15y) | ≈ 18.75% – 50% via Long Wharf Capital Holdings Llc | |
| Plotkin, Tammy, Lynn | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Long Wharf Capital Holdings Llc | Sole Member | Jun 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Elizondo, Michael, Lee: 50% – 75% of Long Wharf Capital Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Gandel, Jeffrey, S: 25% – 50% of Long Wharf Capital Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $980M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Long Wharf Real Estate Partners Vi, L.P. | Real Estate Fund | $370M | $250K | 27 |
| Long Wharf Real Estate Partners Vii, L.P. | Real Estate Fund | $351M | $5.0M | 16 |
| Long Wharf Real Estate Partners V, L.P. | Real Estate Fund | $253M | $150K | 37 |
| Long Wharf Real Estate Partners Iv, L.P. | Real Estate Fund | $6.2M | $250K | 21 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| U. S. Retirement Plan | Mars, Incorporated | 8,193 | $5.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗