LONG WHARF CAPITAL LLC

One Federal Street, 26th Floor
Boston, Massachusetts 02110-2009
Tel: 617-250-7260

About LONG WHARF CAPITAL LLC

LONG WHARF CAPITAL LLC, formally registered with the SEC as LONG WHARF CAPITAL LLC. The firm was established in 06/30/2011. They have over 1 offices throughout the country.

LONG WHARF CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $980,100,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158038
SEC#	801-72539
Assets Managed by Firm	$980,100,000
No. of Clients	4
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$980,100,000

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