LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

125 High Street
Suite 832
Boston, Massachusetts 02110
Tel: 617-695-3504

About LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

LONGFELLOW INVESTMENT MANAGEMENT CO LLC, formally registered with the SEC as LONGFELLOW INVESTMENT MANAGEMENT CO LLC. The firm was established in 07/21/1986. They have over 1 offices throughout the country.

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC is a Boston, Massachusetts based Financial Planning firm with nearly $17,000,577,298 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104945
SEC#	801-27485
Assets Managed by Firm	$17,000,577,298
No. of Clients	190
No. of Advisors	56

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	190	$17,000,577,298
High net worth individuals	16	$185,623,848
Pension and profit sharing plans	18	$4,476,883,668
Charitable organizations	42	$2,353,076,526
Corporations or other businesses	42	$4,294,888,473

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