Investment adviser · CRD 158038

LONG WHARF CAPITAL LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Apr 27, 2026

Regulatory AUM
$919M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$919,100,000100.0%
Filing source

Form ADV 2097675 · Apr 27, 2026 · Item 5.D

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

Private funds & service providers

7 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.

LONG WHARF REAL ESTATE PARTNERS VII, L.P.Real Estate Fund · Last reported Apr 27, 2026$482MGross asset value

Form D fundraising filings

Long Wharf Real Estate Partners VII, L.P.

Auditor PRICEWATERHOUSE COOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSE COOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-1199658526
Reported beneficial owners
25
Minimum commitment
$5M
Form D file number
021-459916

Form ADV 2097675 · Apr 27, 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.

LONG WHARF REAL ESTATE PARTNERS VI, L.P.Real Estate Fund · Last reported Apr 27, 2026$288MGross asset value

Form D fundraising filings

Long Wharf Real Estate Partners VI, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-8434733115
Reported beneficial owners
27
Minimum commitment
$250K
Form D file number
021-322933

Form ADV 2097675 · Apr 27, 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.

LONG WHARF REAL ESTATE PARTNERS V, L.P.Real Estate Fund · Last reported Apr 27, 2026$144MGross asset value

Form D fundraising filings

Long Wharf Real Estate Partners V, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-1781124554
Reported beneficial owners
37
Minimum commitment
$150K
Form D file number
021-242453

Form ADV 2097675 · Apr 27, 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.

LWVII VIRGINIA HIGHLANDS CO-INVESTMENT L.P.Real Estate Fund · Last reported Apr 27, 2026$5.4MGross asset value
Auditor PRICEWATERHOUSE COOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSE COOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-9129435843
Reported beneficial owners
2
Minimum commitment
$500K

Form ADV 2097675 · Apr 27, 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.

FIDELITY REAL ESTATE GROWTH FUND III, L.P.Real Estate Fund · Last reported Mar 23, 2017$177MGross asset value
Auditor PRICEWATERHOUSE COOPERS LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8899092023
Reported beneficial owners
45
Minimum commitment
$1M
Form D file number
021-102435

Form ADV 1095221 · Mar 23, 2017 · 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.

FIDELITY REAL ESTATE GROWTH FUND II, L.P.Real Estate Fund · Last reported Oct 16, 2015$11.7MGross asset value
Auditor PRICEWATERHOUSE COOPERS LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1728261124
Reported beneficial owners
36
Minimum commitment
$1M
Form D file number
021-57561

Form ADV 951872 · Oct 16, 2015 · 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.

LONG WHARF REAL ESTATE PARTNERS IV, L.P.Real Estate Fund · Last reported Mar 28, 2024$6.2MGross asset value

Form D fundraising filings

Long Wharf Real Estate Partners IV, L.P.

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-6670840652
Reported beneficial owners
21
Minimum commitment
$250K
Form D file number
021-188218

Form ADV 1848943 · Mar 28, 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: Apr 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE FEDERAL STREET, 26TH FLOOR
BOSTON, MA, 02110-2009, United States

CRD 158038

Filing source

Form ADV 2097675 · Apr 27, 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.