LONG WHARF INVESTORS INC
Legal name: LONG WHARF INVESTORS
CRD #107036 SEC #801-49692 BOSTON, MA 617-338-9393
SEC Registered
Total AUM
$183.1M
Discretionary
$169.4M
Employees
4
Clients
11
Accounts
139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $199.8M | $187.6M | $12.2M | 4 | 100 |
| Mar 2013 | $183.1M | $169.4M | $13.8M | 4 | 100 |
| Mar 2012 | $182.7M | $182.7M | $0 | 1 | 127 |
| Mar 2011 | $192.8M | $192.8M | $0 | 5 | -- |
| Mar 2010 | $183.7M | $183.7M | $0 | 5 | -- |
| Mar 2009 | $110.5M | $110.5M | $0 | 5 | -- |
| Mar 2008 | $133.3M | $133.3M | $0 | 5 | -- |
| Mar 2007 | $123M | $123M | $0 | 5 | -- |
| Mar 2006 | $104.1M | $104.1M | $0 | 5 | -- |
| Feb 2005 | $91.8M | $90.5M | $1.2M | 5 | -- |
| Feb 2005 | $91.8M | $90.5M | $1.2M | 5 | -- |
DateMar 2014
Total AUM$199.8M
Discretionary$187.6M
Non-Disc.$12.2M
Employees4
Clients100
DateMar 2013
Total AUM$183.1M
Discretionary$169.4M
Non-Disc.$13.8M
Employees4
Clients100
DateMar 2012
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees1
Clients127
DateMar 2011
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$91.8M
Discretionary$90.5M
Non-Disc.$1.2M
Employees5
Clients--
DateFeb 2005
Total AUM$91.8M
Discretionary$90.5M
Non-Disc.$1.2M
Employees5
Clients--