SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Longfellow Investment Management Co. LLC
Boston, MA
CRD 104945
Firm filing updated August 6, 2026 ·
- $23.4BAssets
- 24Advisory staff
- 192Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Charities43
- Corporations or other businesses35
- State or municipal government entities (including government pension plans)24
- Pension and profit sharing plans23
- Insurance companies18
- and 3 more17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 15 | $240.3 million |
| Banking or thrift institutions | Fewer than 5 clients | $327.0 million |
| Investment companies | 1 | $100.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $3.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $7.2 billion |
| Charitable organizations | 43 | $3.3 billion |
| State or municipal government entities (including government pension plans) | 24 | $6.1 billion |
| Insurance companies | 18 | $1.0 billion |
| Corporations or other businesses not listed above | 35 | $5.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$23.4 billion
- Accounts192
- DiscretionaryAll accounts
People
- Employees51
- Advisory staff24
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 104945, SEC file 801-27485.
- Registered with the SEC as an investment advisor (status date on record: July 21, 1986).
Is Longfellow Investment Management Co. LLC a fiduciary?
Short answer: Longfellow Investment Management Co. LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.