AUMdb

Lingerfelt Capital Partners, Llc

State-registered Investment Adviser CRD 166899 · SEC file 802-77995 · Richmond, VA · www.linkedin.com
☆ Save with Pro ADV data as of Mar 13, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $59.9M combined gross assets

FundTypeDomicileGross assetsOwners
Lingerfelt Commonwealth Value Fund Ii, L.P. Real Estate Fund Delaware $31.8M 92
Lingerfelt Commonwealth Value Fund Iii, L.P. Real Estate Fund Delaware $28.0M 56
Lingerfelt Commonwealth Legacy Fund, L.P. Real Estate Fund Delaware $0 0

Private funds (3, $59.9M gross assets)

FundTypeGross assetsMin. investmentOwners
Lingerfelt Commonwealth Value Fund Ii, L.P. Real Estate Fund $31.8M $500K 92
Lingerfelt Commonwealth Value Fund Iii, L.P. Real Estate Fund $28.0M $250K 56
Lingerfelt Commonwealth Legacy Fund, L.P. Real Estate Fund $0 $250K 0

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/13/2026 1.22 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.

View current Form ADV (SEC/IAPD) ↗