Lingerfelt CommonWealth Partners

Evidence PackPROIndependent

Real Estate

AUM

$332M

Ownership

independent

Stakeability

37 / VERY LOW

Priority

Tier

Employees

Lingerfelt CommonWealth Partners is an independent private equity firm focusing on real estate investments.

SEC RegisteredBDC ExposureTeam DataRegulatory

Coverage

33%

Adaptive profile: standard

Signals present

4/12

SEC / ADVFund Performance(0)BDC Exposure(5)13F Holders(0)Team(30)ILS Deals(0)Regulatory(2)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

37 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

307781

SEC File Number

801-118839

Registration Type

Registered

Filing Date

Jul 10, 2025

Employee Count

N/A

Discretionary AUM

$2.6B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$37.9M

Source: SEC IAPD