Asset ManagerRIA · CRD 104945SEC-Registered

Updated:

Longfellow Investment Management Co.

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC is an SEC-registered investment adviser in Boston, MA, registered since 1986. The firm manages approximately $23.4...

Longfellow Investment Management Co.

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC is an SEC-registered investment adviser in Boston, MA, registered since 1986. The firm manages approximately $23.4 billion in assets. It has 51 employees and 24 investment advisers.

General information

Firm type

RIA

Year founded

1989

Location

Region

North America

Country

United States

City

Boston

Corporate office

Boston, MA, United States

Sector focus

Fixed IncomeCorporate CreditMunicipal BondsStructured Products

Frequently asked questions

Who owns Longfellow Investment Management Co.?

Longfellow is a privately held investment advisor, not a single-family office. Its ownership structure is not publicly disclosed, and no individual or family is named as controlling principal.

What type of assets does Longfellow manage?

The firm focuses exclusively on fixed-income securities, including investment-grade corporate bonds, municipal bonds, mortgage-backed securities, and structured credit products. It does not manage equity or alternative asset portfolios.

Who are Longfellow's typical clients?

The firm serves institutional investors such as pension funds, foundations, endowments, and family offices. It also manages assets for pooled investment vehicles and separate accounts.

How does Longfellow source investment ideas?

The firm relies on fundamental credit research, macroeconomic analysis, and relative value trading. Its team evaluates bond issuers, sectors, and yield-curve positioning to construct portfolios.

Is Longfellow Investment Management Co. a family office?

No. While it counts family offices among its clients, Longfellow is structured as an SEC-registered investment advisor in the asset management category, not a single-family or multi-family office.

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