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LONG WHARF CAPITAL LLC

BOSTON, MA · CRD 158038 · IAPD ↗ · 617-250-7260

$919.1MRegulatory AUM
5Advisory reps
24Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — LONG WHARF CAPITAL LLC crossed $1B in regulatory AUM ($980.1M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.