Longfellow Investment Management Co. LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA.
Assets Under Management
$23.4B
Employees
51
Offices
--
Total Clients
161
Primary office
BOSTON, MA
125 HIGH STREET, SUITE 832, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 26.7% of total clients.
Top client categories% of clientsClients
1
Charitable
26.7%
43
2
Corporations
21.7%
35
3
Government
14.9%
24
4
Pension Plans
14.3%
23
5
Insurance Cos.
11.2%
18
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23.4Bas of April 13, 2026
Discretionary100.0%
$23.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$23.4B
Total Accounts192
10Y AUM Change+$14.2B (+155.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee3:1
10Y Employee Change+23 (+82.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.