Investment adviser · CRD 166899

LINGERFELT CAPITAL PARTNERS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

RICHMOND, VA, United States · Form ADV filed Mar 13, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LINGERFELT COMMONWEALTH VALUE FUND III, L.P.Real Estate Fund · Last reported Mar 13, 2026$37.5MGross asset value

Form D fundraising filings

Lingerfelt Commonwealth Value Fund III, L.P.

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian SOUTHSTATE BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer CARY STREET PARTNERS RICHMOND, Virginia, United States Related to adviser: No
Marketer DAVENPORT & COMPANY LLC RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KEITER
PCAOB 80

PERSHING LLC
SEC 8-17574

CARY STREET PARTNERS
CRD 128089 · SEC 8-66085

DAVENPORT & COMPANY LLC
CRD 1588 · SEC 801-13057

Fund details & source
Fund ID
805-4534980561
Reported beneficial owners
56
Minimum commitment
$250K
Form D file number
021-455936

Form ADV 2054540 · Mar 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINGERFELT COMMONWEALTH VALUE FUND II, L.PReal Estate Fund · Last reported Mar 13, 2026$23.1MGross asset value

Form D fundraising filings

Lingerfelt Commonwealth Value Fund II, L.P.

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian SOUTHSTATE BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian UNITED BANK CHARLESTON, West Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KEITER
PCAOB 80

PERSHING LLC
SEC 8-17574

Fund details & source
Fund ID
805-3259944436
Reported beneficial owners
92
Minimum commitment
$500K
Form D file number
021-273929

Form ADV 2054540 · Mar 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINGERFELT COMMONWEALTH LEGACY FUND, L.P.Real Estate Fund · Last reported Mar 11, 2024$0Gross asset value

Form D fundraising filings

Lingerfelt Commonwealth Legacy Fund, L.P.

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian SOUTHSTATE BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KEITER
PCAOB 80

Fund details & source
Fund ID
805-4372246232
Reported beneficial owners
0
Minimum commitment
$250K
Form D file number
021-195499

Form ADV 1839461 · Mar 11, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 13, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

6641 W. BROAD ST., SUITE 404
RICHMOND, VA, 23230, United States

CRD 166899

Filing source

Form ADV 2054540 · Mar 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.