Longfellow Investment Management Co. LLC
SEC RegisteredWelcome to Longfellow Investment Management
About the firm
Longfellow Investment Management is a 100% employee-owned and majority women-owned investment management firm proudly serving clients since 1986. The firm believes that minimizing portfolio volatility is key to achieving attractive long-term investment returns, implementing this philosophy through deep fundamental analysis while partnering with clients to meet their unique objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Longfellow offers fixed income strategies aimed at protecting client assets from downside market risks, equity strategies including value, growth, and customized approaches targeting strong risk-adjusted returns, alternatives and absolute return strategies focused on minimizing volatility while seeking positive returns, and customized investment solutions tailored to specific client needs, restrictions, and objectives.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 15 | $240M |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $3.6M |
| Charitable Organizations | 23 | $7.2B |
| State/Municipal Entities | 43 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 18 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Longfellow Investment Management Co. LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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