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LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
CRD 104945File 801-27485
APPROVED
Retail clients
Filing as of Aug 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.44B
Top 10% of cohort (national)
Discretionary AUM
$23.44B
Clients
161
192 accounts
Employees
51
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 21, 1986
- Principal office
- 125 HIGH STREET, SUITE 832, BOSTON, MA, 02110
- Phone
- 617-695-3504
- Website
- HTTPS://WWW.LONGFELLOWIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.44B
- Discretionary AUM
- $23.44B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 192
- Non-discretionary accounts
- 0
- Total accounts
- 192
- AUM per client
- $145.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 35 | $5.10B |
| Insurance companies | 18 | $1.02B |
| Investment companies | 1 | $100.4M |
| Charitable organizations | 43 | $3.31B |
| High net worth individuals | 15 | $240.3M |
| Pooled investment vehicles | 1 | $3.6M |
| Banking or thrift institutions | Fewer than 5 | $327.0M |
| Pension and profit sharing plans | 23 | $7.24B |
| State or municipal government entities | 24 | $6.10B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 55 | 51 | decreased by4 |
| Apr 1, 2026 | Clients | 164 | 161 | decreased by3 |
| Apr 1, 2026 | AUM | $18,925,792,512 | $23,442,074,430 | increased by$4,516,281,918 |
| Apr 1, 2026 | Accounts | 187 | 192 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 55 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 159 | 164 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,128,008,950 | $18,925,792,512 | increased by$797,783,562 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 175 | 187 | increased by12 |
| Apr 1, 2022 | Employees | 47 | 54 | increased by7 |
| Apr 1, 2022 | Clients | 175 | 159 | decreased by16 |
| Apr 1, 2022 | AUM | $14,710,396,576 | $18,128,008,950 | increased by$3,417,612,374 |
| Apr 1, 2022 | Accounts | 185 | 175 | decreased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONGFELLOW INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONGFELLOW INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.