RIA Intel›Advisers›Massachusetts›LONG WHARF INVESTORS INC

LONG WHARF INVESTORS INC

Advisory

N·BOSTON, MA

Data as of Mar 19, 2014 · Source: SEC Form ADV

Total AUM

$200M

1-Year AUM Growth

+9.1%

3-Year CAGR

+1.2%

Employees

4

Assets Under Management

Total AUM$200M

Discretionary AUM$188M

Non-Discretionary AUM$12M

Discretionary %93.9%

Total Clients—

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingFeb 22, 2001

Latest FilingMar 19, 2014

🔒 Full AUM trend chart and 16 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LONG WHARF INVESTORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.