Clients
Longfellow Investment Management serves 161 clients, 43 of them charitable organizations. The average client has about $146 million with the firm, and high-net-worth clients hold 1% of its $23.4 billion in assets.
- Pension and profit-sharing plans23 clients31%
- Charitable organizations43 clients14%
- State or municipal government entities24 clients26%
- Insurance companies18 clients4%
- Corporations and other businesses35 clients22%
- OtherHigh-net-worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 15 | $240,340,475 | 1.0% | $16.0M |
| Banking or thrift institutions | 1 | $327,014,935 | 1.4% | $327.0M |
| Investment companies | 1 | $100,372,686 | 0.4% | $100.4M |
| Pooled investment vehicles | 1 | $3,591,514 | 0.0% | $3.59M |
| Pension and profit-sharing plans | 23 | $7,238,200,407 | 30.9% | $314.7M |
| Charitable organizations | 43 | $3,312,814,219 | 14.1% | $77.0M |
| State or municipal government entities | 24 | $6,102,424,390 | 26.0% | $254.3M |
| Insurance companies | 18 | $1,016,070,029 | 4.3% | $56.4M |
| Corporations and other businesses | 35 | $5,101,245,775 | 21.8% | $145.7M |
| Total | 161 | $23,442,074,430 | 100% | $145.6M |
- Clients
- 15
- Regulatory AUM
- $240,340,475
- Share
- 1.0%
- Avg. per client
- $16.0M
- Clients
- 1
- Regulatory AUM
- $327,014,935
- Share
- 1.4%
- Avg. per client
- $327.0M
- Clients
- 1
- Regulatory AUM
- $100,372,686
- Share
- 0.4%
- Avg. per client
- $100.4M
- Clients
- 1
- Regulatory AUM
- $3,591,514
- Share
- 0.0%
- Avg. per client
- $3.59M
- Clients
- 23
- Regulatory AUM
- $7,238,200,407
- Share
- 30.9%
- Avg. per client
- $314.7M
- Clients
- 43
- Regulatory AUM
- $3,312,814,219
- Share
- 14.1%
- Avg. per client
- $77.0M
- Clients
- 24
- Regulatory AUM
- $6,102,424,390
- Share
- 26.0%
- Avg. per client
- $254.3M
- Clients
- 18
- Regulatory AUM
- $1,016,070,029
- Share
- 4.3%
- Avg. per client
- $56.4M
- Clients
- 35
- Regulatory AUM
- $5,101,245,775
- Share
- 21.8%
- Avg. per client
- $145.7M
Total
- Clients
- 161
- Regulatory AUM
- $23,442,074,430
- Share
- 100%
- Avg. per client
- $145.6M
What it does
Longfellow Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Longfellow Investment Management provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($23.44B across 192 accounts) are managed with discretion. $53.9M sits in a wrap fee program the firm both sponsors and manages. 4% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks2%
- Bonds82%
- U.S. government and agency bonds48%
- Investment grade corporate bonds28%
- State and local bonds5%
- High-yield corporate bonds1%
- Cash1%
- Other15%
- Abs, non-agy cmbs, mlp, clo15%
Custodians
Longfellow Investment Management’s client accounts are held mainly at Northern Trust, with 37% of managed assets, and The Bank of New York Mellon, with 21%. Longfellow Investment Management does not have custody of client assets.
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $4.77B20%
- Northern TrustNorthern Trust Corporation · Chicago, IL · $8.57B37%
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $5.02B21%
- All other custodians$5.09B22%
Ownership and leadership
Barbara McKenna owns 25% to 50% of Longfellow Investment Management.
- Owns 25% to 50% of Longfellow Investment Management Co. LLC
Barbara McKenna
Control person · since April 2009
- Owns 10% to 25% of Longfellow Investment Management Co. LLC
Anuja Batra
Control person · since April 2018
- Owns 10% to 25% of Longfellow Investment Management Co. LLC
Im Square Holding 12 LLC
since July 2026
- Owns 75% or more of Im Square Holding 12 LLC
Im Square Partners Holding
Control person · since March 2026
- Owns 75% or more of Im Square Partners Holding
Im Square Sas
Control person · since December 2020
- Owns 50% to 75% of Im Square Sas
Legendre Holding 36
Control person · since June 2015
- Owns 75% or more of Legendre Holding 36
Eurazeo Se
Control person · since June 2014
- Owns 25% to 50% of Eurazeo Se
JC Decaux Holdings Sas
Control person · since January 2022
- Owns 5% to 10% of Longfellow Investment Management Co. LLC
Michelle Martin
since November 2021
- Owns 5% to 10% of Longfellow Investment Management Co. LLC
Akshay Anand
since April 2018
Leadership
- Barbara McKennaPresident, Managing Member
- Nicole TremblayChief Compliance Officer, General Counsel, Managing Member
- Akshay AnandMember
- Anuja BatraManaging Member, Treasurer
- Mary LarsonManaging Member
- Michelle MartinChief Administrative Officer, Member
- George NoyesElected Manager
- David StuehrManaging Member
- Meagen SweeneyDirector, Operations and Infrastructure, Member
Staff
- 51 employees
- 24 in advisory functions
Reported holdings
Longfellow Investment Management’s reported 13F holdings total $489.1M across 244 positions, and the ten largest make up 51.6% of it.
- $489.1M
- Reported 13F value
- 244
- Positions
- 51.6%
- In the 10 largest
- +1.9%
- Value vs. prior quarter
- Energy Transfer L P · Com UT Ltd Ptn8.6%
- Western Midstream Partners L · Com Unit LP Int8.2%
- Enterprise Prods Partners L7.8%
- Mplx LP · Com Unit Rep Ltd6.7%
- Plains All Amern Pipeline L · Unit Ltd Partn5.6%
- Hess Midstream LP · CL A Shs4.4%
- Comcast Corp. New · CL A3.0%
- Verizon Communications Inc.2.7%
- Blackstone Inc.2.6%
- Air Products And Chemicals I2.1%
Together, the ten largest are 51.6% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $489.1M is not its $23.44B in regulatory assets and does not represent any individual client's portfolio.
Fees
Longfellow Investment Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Longfellow Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Longfellow Investment Management has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 125 High Street, Suite 832, BostonHQ
Registration details
- Legal name
- Longfellow Investment Management Co. LLC
- Headquarters
- 125 High Street, Suite 832, Boston, MA 02110
- Phone
- 617-695-3504
- Website
- Not reported
- SEC file
- 801-27485
- Structure
- Massachusetts LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Longfellow Investment Management have?
Longfellow Investment Management has 161 clients and manages $23.4 billion for them, as of August 2026. They include 43 charitable organizations, 35 corporations and other businesses and 24 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Longfellow Investment Management offer?
Longfellow Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Longfellow Investment Management use?
Longfellow Investment Management’s separately managed account assets are held at Northern Trust Corporation (Chicago, IL), with $8,568,938,693, The Bank of New York Mellon Corporation (New York, NY), with $5,017,108,517 and State Street Bank and Trust Company (Boston, MA), with $4,770,683,053. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Longfellow Investment Management have?
Longfellow Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 51 employees, and 24 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Longfellow Investment Management invest in?
At the end of its last fiscal year, Longfellow Investment Management’s separately managed accounts held 48% U.S. government and agency bonds, 28% investment grade corporate bonds, 15% abs, non-agy cmbs, mlp, clo, 5% state and local bonds, 2% exchange-traded equities, 1% high-yield corporate bonds and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Longfellow Investment Management?
Longfellow Investment Management is owned through a chain of holding companies by JC Decaux Holdings Sas. Its direct owners are Barbara McKenna, Anuja Batra, Michelle Martin, Akshay Anand and Im Square Holding 12 LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Longfellow Investment Management get paid?
Longfellow Investment Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file