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Building 2LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

Map pinBOSTON, MA
Phone617-695-3504
NotebookSEC #801-27485
Total AUM
$23.4B
Employees
51
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH STREET
SUITE 832
BOSTON
MA 02110
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
617-695-3504

ReceiptFinancials

Total AUM
$23.4B
Accounts
192
Discretionary
$23.4B
Accounts
192
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
15
AUM
$240.3M
Banking Clients
1
AUM
$327M
Investment Company Clients
1
AUM
$100.4M
Pooled Vehicle Clients
1
AUM
$3.6M
Pension/Profit Sharing Plan Clients
23
AUM
$7.2B
Charitable Organization Clients
43
AUM
$3.3B
Government Entity Clients
24
AUM
$6.1B
Insurance Company Clients
18
AUM
$1B
Corporation or Business Clients
35
AUM
$5.1B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMINYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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