LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

RIASEC RegisteredEst. 1986

Total AUM

$23.4B

Discretionary

$23.4B

100% of AUM

Avg account

$122M

Accounts

192

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 104945
Registered since: July 21, 1986
Website: longfellowim.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans30.88%
State / Municipal Government26.03%
Corporations / Businesses21.76%
Charitable Organizations14.13%
Insurance Companies4.33%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Longfellow Investment Management Co LLC is an SEC‑registered investment adviser formed in 1986 and organized as a limited liability company. The firm serves both high‑net‑worth individuals and families as well as institutional clients, providing discretionary portfolio management across separate accounts and pooled vehicles. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and institutional mandates. Longfellow operates on a mix of fee arrangements — percentage of AUM, fixed fees, and performance‑based fees — and identifies itself as an active ESG investor. The firm also participates on the sponsor/GP side and acts as a managing member of pooled investment vehicles, which suggests it structures or co‑manages private funds in addition to delivering client advisory services.