Long Wharf Real Estate Partners LLC is a large advisory firm based in Boston. It manages $682.2 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.
Long Wharf Real Estate Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Long Wharf Real Estate Partners LLC is $682.2 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Long Wharf Real Estate Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Long Wharf Real Estate Partners LLC performs its advisory services is located at One Federal Street, 26 Th Floor, Boston, MA 02110 2009, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-250-7260 or by fax 617-250-7290. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at lwrep.com/.