LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
CRD #104945 SEC #801-27485 BOSTON, MA 617-695-3504
SEC Registered
Total AUM
$18.9B
Discretionary
$18.9B
Employees
55
Clients
0
Accounts
187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $18.9B | $18.9B | $0 | 55 | 1 |
| Mar 2025 | $18.9B | $18.9B | $0 | 55 | 1 |
| Apr 2024 | $17B | $17B | $0 | 56 | 1 |
| Mar 2024 | $17B | $17B | $0 | 56 | 1 |
| Nov 2023 | $16.8B | $16.8B | $0 | 51 | 0 |
| Nov 2023 | $16.8B | $16.8B | $0 | 51 | 0 |
| Mar 2023 | $16.8B | $16.8B | $0 | 51 | 0 |
| Nov 2022 | $18.1B | $18.1B | $0 | 54 | 0 |
| Sep 2022 | $18.1B | $18.1B | $0 | 54 | 0 |
| May 2022 | $18.1B | $18.1B | $0 | 54 | 0 |
| Mar 2022 | $18.1B | $18.1B | $0 | 54 | 0 |
| Jan 2022 | $14.7B | $14.7B | $0 | 47 | 0 |
| Nov 2021 | $14.7B | $14.7B | $0 | 47 | 0 |
| Oct 2021 | $14.7B | $14.7B | $0 | 47 | 0 |
| Mar 2021 | $14.7B | $14.7B | $0 | 47 | 0 |
| Jun 2020 | $11.3B | $11.3B | $0 | 36 | 0 |
| May 2020 | $11.3B | $11.3B | $0 | 36 | 0 |
| Mar 2020 | $11.3B | $11.3B | $0 | 36 | 0 |
| Apr 2019 | $10.9B | $10.9B | $0 | 36 | 0 |
| Mar 2019 | $10.9B | $10.9B | $0 | 36 | 0 |
| Dec 2018 | $11.1B | $11.1B | $0 | 33 | 113 |
| Apr 2018 | $11.1B | $11.1B | $0 | 33 | 113 |
| Mar 2018 | $11.1B | $11.1B | $0 | 33 | 113 |
| Mar 2017 | $9.2B | $9.2B | $0 | 28 | 26 |
| Aug 2016 | $7.8B | $7.8B | $0 | 27 | 26 |
| Apr 2016 | $7.8B | $7.8B | $0 | 27 | 26 |
| Mar 2016 | $7.8B | $7.8B | $0 | 27 | 26 |
| Apr 2015 | $6.9B | $6.9B | $0 | 24 | 26 |
| Mar 2015 | $6.9B | $6.9B | $0 | 24 | 26 |
| Oct 2014 | $6.6B | $6.6B | $0 | 19 | 26 |
| Aug 2014 | $6.6B | $6.6B | $0 | 19 | 26 |
| Mar 2014 | $6.6B | $6.6B | $0 | 19 | 26 |
| Sep 2013 | $5.3B | $5.3B | $0 | 18 | 26 |
| Mar 2013 | $5.3B | $5.3B | $0 | 18 | 26 |
| Jan 2013 | $4.1B | $4.1B | $0 | 17 | 26 |
| Apr 2012 | $4.1B | $4.1B | $0 | 11 | 26 |
| Mar 2012 | $4.1B | $4.1B | $0 | 11 | 26 |
| Apr 2011 | $3.6B | $3.6B | $0 | -- | -- |
| Mar 2011 | $3.6B | $3.6B | $0 | -- | -- |
| Apr 2009 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2009 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2006 | $983.7M | $983.7M | $0 | 10 | -- |
| Sep 2005 | $1B | $1B | $0 | 10 | -- |
| May 2004 | $829.8M | $829.8M | $0 | 10 | -- |
DateJul 2025
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees55
Clients1
DateMar 2025
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees55
Clients1
DateApr 2024
Total AUM$17B
Discretionary$17B
Non-Disc.$0
Employees56
Clients1
DateMar 2024
Total AUM$17B
Discretionary$17B
Non-Disc.$0
Employees56
Clients1
DateNov 2023
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees51
Clients0
DateNov 2023
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees51
Clients0
DateMar 2023
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees51
Clients0
DateNov 2022
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees54
Clients0
DateSep 2022
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees54
Clients0
DateMay 2022
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees54
Clients0
DateMar 2022
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$0
Employees54
Clients0
DateJan 2022
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees47
Clients0
DateNov 2021
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees47
Clients0
DateOct 2021
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees47
Clients0
DateMar 2021
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees47
Clients0
DateJun 2020
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees36
Clients0
DateMay 2020
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees36
Clients0
DateMar 2020
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees36
Clients0
DateApr 2019
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees36
Clients0
DateMar 2019
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees36
Clients0
DateDec 2018
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees33
Clients113
DateApr 2018
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees33
Clients113
DateMar 2018
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees33
Clients113
DateMar 2017
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees28
Clients26
DateAug 2016
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees27
Clients26
DateApr 2016
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees27
Clients26
DateMar 2016
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees27
Clients26
DateApr 2015
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees24
Clients26
DateMar 2015
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees24
Clients26
DateOct 2014
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees19
Clients26
DateAug 2014
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees19
Clients26
DateMar 2014
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees19
Clients26
DateSep 2013
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients26
DateMar 2013
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients26
DateJan 2013
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees17
Clients26
DateApr 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees11
Clients26
DateApr 2011
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$983.7M
Discretionary$983.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$829.8M
Discretionary$829.8M
Non-Disc.$0
Employees10
Clients--