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Long Wharf Real Estate Partners LLC (Boston)


Long Wharf Real Estate Partners LLC is a large advisory firm based in Boston. It manages $682.2 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.

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Long Wharf Real Estate Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Long Wharf Real Estate Partners: assets under management

The assets under management (AUM) of Long Wharf Real Estate Partners LLC is $682.2 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $654.2 million in discretionary accounts and $28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Long Wharf Real Estate Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey S Gandel Manager and managing director 1 Jun 2011 25% - 50% 2270710
Michael Lee Elizondo Manager, managing director and chief executive officer 1 Jun 2011 50% - 75% 5939594
Jeffrey M. Tapley Elected manager and managing director 1 Jun 2011 Other 5939598

Based in Boston

The principal office where Long Wharf Real Estate Partners LLC performs its advisory services is located at One Federal Street, 26 Th Floor, Boston, MA 02110 2009, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-250-7260 or by fax 617-250-7290. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at lwrep.com/.


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