Longfellow Investment Management Co. LLC is a large advisory firm based in Boston. It manages $10.89 billion of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Louisiana, and 4 other states.
Longfellow Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Longfellow Investment Management Co. LLC is $10.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 967% since the beginning of its operation, and $260.84 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Longfellow Investment Management Co. LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of John Nmn Ciarleglio is corporations or other businesses with 30 clients and $4.65 billion of assets under management. Among the 9 most similar advisory firms, Longfellow Investment Management has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $10.8 billion for 134 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 6% of the firm’s clients are foreign persons or businesses.
Longfellow Investment Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 36 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Nmn Ciarleglio has been acting as President since 1 Jul 2005. Michael Scott Timmermans joined the executive team most recently as the Chief Legal Officer.
The principal office where Longfellow Investment Management Co. LLC performs its advisory services is located at 20 Winthrop Square, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-695-3504 or by fax 617-695-3507. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at longfellowim.com.