Longfellow Investment Management Co Ltd Partn (Boston)

Longfellow Investment Management Co Ltd Partn is a large advisory firm based in Boston. It manages $1.02 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001.

Longfellow Investment Management Co Ltd Partn provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Longfellow Investment Management Co Ltd Partn: assets under management

The assets under management (AUM) of Longfellow Investment Management Co Ltd Partn is $1.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longfellow Investment Management Co Ltd Partn for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Longfellow Investment Management Co Ltd Partn

David Walter Seeley has been acting as President since 1 Jul 2005. John Nmn Ciarleglio joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard N Houlding	Limited partner	1 May 1986	25% - 50%	1494071
David Walter Seeley	Limited partner	1 May 1986	25% - 50%	4334955
Gloria Ann Chaban	Limited partner	1 May 1986	Other	4334961
Lim Corp.	General partner	1 May 1986	Other	04-2933956
John Nmn Ciarleglio	Limited partner	1 May 1986	25% - 50%	4334950
David Walter Seeley	President	1 Jul 2005	25% - 50%	4334955
John Nmn Ciarleglio	Chairman	1 Jul 2005	25% - 50%	4334950
Barbara Jeanne Mckenna	Vice president	1 Jul 2005	25% - 50%	2338837

Based in Boston

The principal office where Longfellow Investment Management Co Ltd Partn performs its advisory services is located at 295 Devonshire St, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.