LONG WHARF CAPITAL LLC
CRD #158038 SEC #801-72539 BOSTON, MA 617-250-7260
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$1B
Employees
24
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $0 | 24 | 0 |
| Mar 2024 | $980.1M | $980.1M | $0 | 24 | 0 |
| May 2023 | $866.7M | $866.7M | $0 | 24 | 0 |
| Mar 2023 | $866.7M | $866.7M | $0 | 24 | 0 |
| Mar 2022 | $890.9M | $890.9M | $0 | 23 | 0 |
| Mar 2021 | $877.7M | $877.7M | $0 | 24 | 0 |
| Mar 2020 | $879.7M | $879.7M | $0 | 22 | 0 |
| Mar 2019 | $714M | $714M | $0 | 22 | 0 |
| Mar 2018 | $684.5M | $684.5M | $0 | 22 | 0 |
| Mar 2017 | $780.8M | $753.2M | $27.6M | 22 | 1 |
| Mar 2017 | $780.8M | $753.2M | $27.6M | 22 | 1 |
| Mar 2017 | $682.2M | $654.2M | $28M | 20 | 1 |
| Mar 2016 | $682.2M | $654.2M | $28M | 20 | 1 |
| Oct 2015 | $598.9M | $558.9M | $40M | 20 | 1 |
| Mar 2015 | $598.9M | $558.9M | $40M | 21 | 1 |
| Mar 2014 | $765M | $720M | $45M | 22 | 1 |
| Mar 2013 | $835M | $790M | $45M | 26 | 1 |
| Feb 2013 | $825M | $780M | $45M | 26 | 1 |
| Mar 2012 | $837M | $790M | $47M | 11 | 1 |
| Dec 2011 | $950M | $900M | $50M | 11 | 0 |
| Jun 2011 | $950M | $900M | $50M | -- | -- |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$980.1M
Discretionary$980.1M
Non-Disc.$0
Employees24
Clients0
DateMay 2023
Total AUM$866.7M
Discretionary$866.7M
Non-Disc.$0
Employees24
Clients0
DateMar 2023
Total AUM$866.7M
Discretionary$866.7M
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$890.9M
Discretionary$890.9M
Non-Disc.$0
Employees23
Clients0
DateMar 2021
Total AUM$877.7M
Discretionary$877.7M
Non-Disc.$0
Employees24
Clients0
DateMar 2020
Total AUM$879.7M
Discretionary$879.7M
Non-Disc.$0
Employees22
Clients0
DateMar 2019
Total AUM$714M
Discretionary$714M
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$684.5M
Discretionary$684.5M
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$780.8M
Discretionary$753.2M
Non-Disc.$27.6M
Employees22
Clients1
DateMar 2017
Total AUM$780.8M
Discretionary$753.2M
Non-Disc.$27.6M
Employees22
Clients1
DateMar 2017
Total AUM$682.2M
Discretionary$654.2M
Non-Disc.$28M
Employees20
Clients1
DateMar 2016
Total AUM$682.2M
Discretionary$654.2M
Non-Disc.$28M
Employees20
Clients1
DateOct 2015
Total AUM$598.9M
Discretionary$558.9M
Non-Disc.$40M
Employees20
Clients1
DateMar 2015
Total AUM$598.9M
Discretionary$558.9M
Non-Disc.$40M
Employees21
Clients1
DateMar 2014
Total AUM$765M
Discretionary$720M
Non-Disc.$45M
Employees22
Clients1
DateMar 2013
Total AUM$835M
Discretionary$790M
Non-Disc.$45M
Employees26
Clients1
DateFeb 2013
Total AUM$825M
Discretionary$780M
Non-Disc.$45M
Employees26
Clients1
DateMar 2012
Total AUM$837M
Discretionary$790M
Non-Disc.$47M
Employees11
Clients1
DateDec 2011
Total AUM$950M
Discretionary$900M
Non-Disc.$50M
Employees11
Clients0
DateJun 2011
Total AUM$950M
Discretionary$900M
Non-Disc.$50M
Employees--
Clients--