DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 158038
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LONG WHARF REAL ESTATE PARTNERS VI, L.P. | Real Estate Fund | $370M | Mar 28, 2024 | 27 | Mar 29, 2019 | reported | 021-322933 |
| LONG WHARF REAL ESTATE PARTNERS VII, L.P. | Real Estate Fund | $351M | Mar 28, 2024 | 16 | Mar 30, 2023 | reported | 021-459916 |
| LONG WHARF REAL ESTATE PARTNERS V, L.P. | Real Estate Fund | $253M | Mar 28, 2024 | 37 | Mar 30, 2016 | reported | 021-242453 |
| FIDELITY REAL ESTATE GROWTH FUND III, L.P. | Real Estate Fund | $177M | Mar 23, 2017 | 45 | Mar 21, 2012 | dropped | 021-102435 |
| FIDELITY REAL ESTATE GROWTH FUND II, L.P. | Real Estate Fund | $11.7M | Oct 16, 2015 | 36 | Mar 21, 2012 | dropped | 021-57561 |
| LONG WHARF REAL ESTATE PARTNERS IV, L.P. | Real Estate Fund | $6.2M | Mar 28, 2024 | 21 | Feb 28, 2013 | reported | 021-188218 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ELIZONDO, MICHAEL, LEE | MANAGER AND MANAGING PARTNER | D | yes | 06/2011 | Dec 2, 2011 | Mar 28, 2024 |
| ELIZONDO, MICHAEL, LEE | MANAGER AND MANAGING PARTNER | Na | yes | 06/2011 | Dec 2, 2011 | Mar 28, 2024 |
| GANDEL, JEFFREY, S | MANAGER AND MANAGING PARTNER | C | yes | 06/2011 | Dec 2, 2011 | Mar 28, 2024 |
| GANDEL, JEFFREY, S | MANAGER AND MANAGING PARTNER | Na | yes | 06/2011 | Dec 2, 2011 | Mar 28, 2024 |
| LONG WHARF CAPITAL HOLDINGS LLC | SOLE MEMBER | E | yes | 06/2011 | Mar 21, 2017 | Mar 28, 2024 |
| Plotkin, Tammy, Lynn | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2015 | Oct 16, 2015 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LREP IV LLC | n/a | n/a | n/a | N | yes | n/a |
| LREP V LLC | n/a | n/a | n/a | N | yes | n/a |
| LREP VI LLC | n/a | n/a | n/a | N | yes | n/a |
| LREP VII LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 27, 2026 | $919M | $919M | 24 | 5 | 0 | 4 | n/a |
| 2024 | Mar 27, 2025 | $1.0B | $1.0B | 24 | 5 | 0 | 3 | n/a |
| 2023 | Mar 28, 2024 | $980M | $980M | 24 | 5 | 0 | 4 | $980M |
| 2022 | Mar 30, 2023 | $867M | $867M | 24 | 6 | 0 | 4 | $867M |
| 2021 | Mar 31, 2022 | $891M | $891M | 23 | 6 | 0 | 3 | $891M |
| 2020 | Mar 29, 2021 | $878M | $878M | 24 | 6 | 0 | 3 | $878M |
| 2019 | Mar 23, 2020 | $880M | $880M | 22 | 6 | 0 | 3 | $880M |
| 2018 | Mar 29, 2019 | $714M | $714M | 22 | 6 | 0 | 3 | $714M |
| 2017 | Mar 30, 2018 | $685M | $685M | 22 | 6 | 0 | 2 | $685M |
| 2016 | Mar 21, 2017 | $781M | $753M | 22 | 6 | n/a | 3 | $1.3B |
| 2015 | Mar 30, 2016 | $682M | $654M | 20 | 6 | n/a | 3 | $1.2B |
| 2014 | Mar 23, 2015 | $599M | $559M | 21 | 6 | n/a | 3 | $1.0B |
| 2013 | Mar 4, 2014 | $765M | $720M | 22 | 6 | n/a | 3 | $1.3B |
| 2012 | Feb 28, 2013 | $825M | $780M | 26 | 6 | n/a | 3 | $725M |
| 2011 | Mar 21, 2012 | $837M | $790M | n/a | n/a | n/a | 2 | $655M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $919M | $1.0B | -12.2% | $867M | 2.0% | 24 | 24 | 0 | 0 |