Longfellow Investment Management Co. LLC
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Learn more about Longfellow Investment Management Co. LLC
Overview
Longfellow Investment Management Co. LLC is located at 125 High Street, Boston, MA. The firm employs 26 financial advisors to manage client portfolios and provide financial guidance. Longfellow Investment Management Co. LLC is not a registered broker-dealer.
Longfellow Investment Management Co. LLC oversees $17.0 billion in assets under management across 190 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations, with corporations being the largest client type by accounts. The fee structure at Longfellow Investment Management Co. LLC includes asset-based, fixed, and performance-based fees. The firm has 16 high net worth clients.
Longfellow Investment Management Co. LLC is registered in the states of California, Connecticut, Florida, Louisiana, Massachusetts, Michigan, New York, Pennsylvania, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Longfellow Investment Management Co. LLC by the Numbers
$17.0 billion
56
190
$89.5 million
Fee Structure
Financial advisory fees usually depend on the type of financial services offered. Fees charged by Longfellow Investment Management Co. LLC can include any combination of the following fee types: asset-based, fixed, or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Longfellow Investment Management Co. LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with a broad range of clients. The company works with high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. Out of its 9 clients, Longfellow Investment Management Co. LLC's biggest client type by number of accounts is pension plans, though it also caters to 16 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 9.76%
- Other Individuals - 0%
- Corporations - 64.63%
- Charitable Organizations - 25.61%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Longfellow Investment Management Co. LLC does not have any disclosures.
Please visit its Form ADV for more details.
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