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Longfellow Investment Management Co. LLC

● SEC registered since 1986CRD 104945SEC# 801-27485Boston, MA
Export (members)
Reg. AUM
$23.44B
Employees
51
Accounts
192
Location
Boston, MA

Longfellow Investment Management Co. LLC assets under management

Longfellow Investment Management Co. LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1986. It reports $23.4 billion in regulatory assets under management and employs 51 people.

Longfellow Investment Management Co. LLC owners & executives

9 reported
NameTitleOwnershipSince
Akshay AnandMember5-10%2018
Anuja Batra ControlManaging Member, Treasurer10-25%2018
Barbara Jeanne McKenna ControlPresident, Managing Member50-75%2009
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Frequently asked questions

How much does Longfellow Investment Management Co. LLC manage?

Longfellow Investment Management Co. LLC reports $23.4 billion in regulatory assets under management on its Form ADV.

How many employees does Longfellow Investment Management Co. LLC have?

Longfellow Investment Management Co. LLC reports 51 employees.

Where is Longfellow Investment Management Co. LLC located?

Longfellow Investment Management Co. LLC is based in Boston, MA and has been SEC-registered since 1986.

Does Longfellow Investment Management Co. LLC disclose fund performance?

Longfellow Investment Management Co. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 High Street, Suite 832, Boston, MA 02110
Phone617-695-3504
Fax617-695-3507
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1167487
Discloses disciplinary historyNo

Regulatory AUM

$23.44B▲ 24%
Mar '25 — $18.93BApr '25 — $18.93BMay '25 — $18.93BJun '25 — $18.93BJul '25 — $18.93BAug '25 — $18.93BSep '25 — $18.93BOct '25 — $18.93BNov '25 — $18.93BDec '25 — $18.93BJan '26 — $18.93BFeb '26 — $18.93BMar '26 — $23.44BApr '26 — $23.44BMay '26 — $23.44BJun '26 — $23.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$23.44Bregulatory AUM
Discretionary $23.44B