Longfellow Investment Management Company LLC

Longfellow Investment Management Company LLC (CRD# 104945) is a financial advisory firm headquartered in Boston, MA. They manage $7,798,790,272 in 146 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,799
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $53,416,372
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, NY, PA, TX

Financial Advisors at Longfellow Investment Management Company LLC
No Advisor Found.
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