Longfellow Investment Management CO. LLC
Assets Under Management
$18.9B
Number of Clients
164
Number of Advisors
N/A
Avg. Portfolio per Client
$115.4M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Longfellow Investment Management (LIM) specializes in customized fixed income, equity, absolute return, and alternative investment strategies, primarily for institutional clients. LIM offers discretionary portfolio management services tailored to individual client needs. LIM assists clients in setting objectives, defining guidelines, and identifying benchmarks. LIM also provides fixed income portfolio management as a sub-advisor to wrap fee programs.
Fee Structure
LIM manages investments for institutional clients and charges a percentage of the assets managed.
- Fixed income strategies: Fees range from 0.05% to 0.50% annually. Portfolios with a high-yield allocation of up to 15% may include an additional 0.05% per fee breakpoint.
- Absolute return strategies: The fee is 0.50% annually, plus a performance incentive fee of 10% of the annual return.
- Equity strategies: Fees range from 0.25% to 0.60% annually, based on a tiered schedule or a flat rate.
- Custom ESG/SRI strategies: LIM may charge an additional 0.05% for each fee tier.
Fees are assessed quarterly. Fees are negotiable based on size, guidelines, and the overall relationship with LIM.
Areas of Practice
Location
125 High Street, Suite 832, Boston, MA, 02110