LI
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
SEC RegisteredBOSTON, MAhttps://longfellowim.com617-695-3504
Assets Under Management
$5B–$25B
Employees
51
Office Locations
1 office
Total Accounts
192
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit Sharing
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
Barbara Jeanne Mckenna
PRESIDENT, MANAGING MEMBER
John Eugene Villela
VICE PRESIDENT, MANAGING MEMBER
Michelle Lynn Martin
CHIEF COMPLIANCE OFFICER, MANAGING MEMBER
David Charles Stuehr
MEMBER
Anuja Batra
MANAGING MEMBER
Office locations
1 office in 1 state
MA
BOSTONHQ
Regulatory & compliance
CRD number
#104945
SEC Number
801-27485
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
longfellowim.comPhone
617-695-3504Find an advisor that fits
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Editorial disclosure
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.