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LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
CRD 104945File 801-27485
APPROVED
Retail clients
Filing as of Aug 6, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.