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 institutional RIA formed in 1986 and organized as a limited liability company. Its client base spans high-net-worth individuals and families as well as institutional investors. Ownership is a mix of a domestic entity and individual ownership. The firm offers fee arrangements that include a percentage of assets under management, fixed fees, and performance-based fees. Advisory capabilities include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Longfellow identifies as an active ESG investor and has roles as sponsor, general partner, and managing member for pooled investment vehicles.