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LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
CRD 104945 · SEC 801-27485
125 HIGH STREET, SUITE 832, BOSTON, MA, 02110, United States
Phone
617-695-3504
Fax
617-695-3507
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.44B
Discretionary AUM
$23.44B
Team
51 total employees; 24 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $240.3M |
| Banking/thrift institutions | 1 | $327.0M |
| Investment companies | 1 | $100.4M |
| Pooled investment vehicles | 1 | $3.6M |
| Pension/profit sharing plans | 23 | $7.24B |
| Charitable organizations | 43 | $3.31B |
| State/municipal entities | 24 | $6.10B |
| Insurance companies | 18 | $1.02B |
| Corporations/business entities | 35 | $5.10B |
States served
CA, LA, MA, MI, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD