Long Wharf Investors Inc (Boston)

Name: Long Wharf Investors Inc
Address: 12 Post Office Square, Boston, MA, 02109
Telephone: 617-338-9393

Long Wharf Investors Inc is a large advisory firm based in Boston. It manages $199.78 million of regulatory assets for 129 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Massachusetts, and 3 other states.

Long Wharf Investors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Long Wharf Investors: assets under management

The assets under management (AUM) of Long Wharf Investors Inc is $199.78 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $187.57 million in discretionary accounts and $12.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $642.97 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Long Wharf Investors Inc for their services and products based on a percentage of assets under management. 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.

Careers at Long Wharf Investors Inc

David Fraser Bushbrown has been acting as President since 1 Apr 1995. Roderick Lett Macdonald joined the executive team most recently as the Clerk.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Fraser Bushbrown	President	1 Apr 1995	50% - 75%	2626825
John Frederick Keller	Treasurer	1 Apr 1995	50% - 75%	2492780
Roderick Lett Macdonald	Clerk	1 Jan 2005	25% - 50%	4910132

Based in Boston

The principal office where Long Wharf Investors Inc performs its advisory services is located at 12 Post Office Square, Boston, MA 02109, 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 617-338-9393 or by fax 617-338-9394. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.long-wharf.com.