other names
  • LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
  • LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTN
{{ Info.Overview }}

Adviser Profile

As of Date 04/13/2026
Registration SEC, Approved, 07/21/1986
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 23,442,074,430 38%
of that, discretionary 23,442,074,430 38%
Number of Employees 51 -9%
of those in investment advisory functions 24 -8%
Private Fund GAV* 0
Avg Account Size 122,094,138 36%
% High Net Worth 9.32% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

23B 20B 17B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker29273V100 Stock NameENERGY TRANSFER L P $ Position$42,242,624 % Position9.00% $ Change-15.00% # Change-28.00%
Stck Ticker293792107 Stock NameENTERPRISE PRODS PARTNERS L $ Position$39,018,867 % Position8.00% $ Change-23.00% # Change-35.00%
Stck Ticker958669103 Stock NameWESTERN MIDSTREAM PARTNERS L $ Position$37,650,994 % Position8.00% $ Change-13.00% # Change-16.00%
Stck Ticker55336V100 Stock NameMPLX LP $ Position$33,069,383 % Position7.00% $ Change-19.00% # Change-24.00%
Stck Ticker726503105 Stock NamePLAINS ALL AMERN PIPELINE L $ Position$27,473,693 % Position6.00% $ Change-4.00% # Change-23.00%
Stck Ticker428103105 Stock NameHESS MIDSTREAM LP $ Position$22,162,041 % Position5.00% $ Change22.00% # Change9.00%
Stck Ticker20030N101 Stock NameCOMCAST CORP NEW $ Position$15,845,060 % Position3.00% $ Change94.00% # Change102.00%
Stck Ticker09260D107 Stock NameBLACKSTONE INC $ Position$12,657,179 % Position3.00% $ Change831.00% # Change1148.00%
Stck Ticker92343V104 Stock NameVERIZON COMMUNICATIONS INC $ Position$15,693,223 % Position3.00% $ Change74.00% # Change41.00%
Stck Ticker717081103 Stock NamePFIZER INC $ Position$8,464,295 % Position2.00% $ Change13.00% # Change0.00%

Brochure Summary