LINGERFELT CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
166899
Registered since
April 19, 2013

Firm profile

FINTRX

Overview

Lingerfelt Capital Partners, LLC is a small, privately focused manager that operates primarily as a sponsor and general partner of pooled real estate vehicles. The firm has been SEC-registered since 2013 and is organized as a limited liability company under domestic ownership. Its regulatory profile indicates it is not a multi-state adviser and does not identify as an active ESG investor. Investment activity centers on pooled real estate programs: Lingerfelt acts as a broker and as sponsor/GP or managing member for limited partnerships and other pooled structures. That setup points to a business model built around sourcing real estate opportunities, structuring funds or LPs, and overseeing asset management on behalf of pooled-investment owners rather than running a broad advisory practice to retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN LINGERFELT

    CEO and Chief Investment OfficerCRD 6171910

Contacts

3 of 3
  • ALAN LINGERFELT

    ChairmanCRD 6171908

  • BRIAN WITTHOEFFT

    PresidentCRD 6173367

  • LYNN MEDLEY

    Senior Vice President of Accounting and FinanceCRD 6173487

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
6641 W Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth