Investment adviser · CRD 107036

LONG WHARF INVESTORS

Investment adviser filing (IA)

LONG WHARF INVESTORS INC

BOSTON, MA, United States · Form ADV filed Mar 19, 2014

Regulatory AUM
$200M
Form ADV · Item 5.F
Client accounts
129
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

12 POST OFFICE SQUARE
BOSTON, MA, 02109, United States

CRD 107036

Filing source

Form ADV 801836 · Mar 19, 2014 · 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.