SourcingSourcing

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

C26
CRD 104945·SEC 801-27485·BOSTON, MA
AUM
$23.44B
$1B+
Est. Revenue
$234.4M
@ 1% on AUM
Est. EBITDA
$70.3M
@ 30% margin
Est. Deal Value
$562.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
CRD
104945
SEC file #
801-27485
EIN
042933956
DBA names
—

Economics

AUM
$23.44B
AUM band
$1B+
AUM trajectory
'20'26
$10.89B → $23.44B▲ +115%
Client mix
Charitable Organizations43
Corporations35
State Or Municipal Govt24
Pension Profit Sharing Plans23
Insurance Companies18

Operations

Employees (total)
51
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
18 advisors → 24 advisors▲ +33%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
longfellowim.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKENNA, BARBARA, JEANNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
MCKENNA, BARBARA, JEANNE
BATRA, ANUJA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LONGFELLOWIM.COM
Rdap Domain Creation Date
2013-01-22T18:21:12Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Compensation
2,684,474
Form 5500 Compensation Trajectory 3y
20252,318,661
2026365,813
Form 5500 Plan Count Trajectory 3y
20257
20263
Schedule C Total Compensation
2,684,474
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Cik
0001167487
Edgar Registered
Yes
Edgar Filing Count
96
Edgar First Filing Date
2002-02-15
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
92
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001167487-26-000005
Edgar Former Names
LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHIP

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
Bny Mellon2
Morgan Stanley1
Edgar Addresses
Mailing
125 HIGH STREET, SUITE 832BOSTON, MA 02110
Business
125 HIGH STREET, SUITE 832BOSTON, MA 02110
Edgar EIN
042933956
Edgar Recent Filings
13F-HR2026-05-12 · 0001167487-26-000005
13F-HR2026-02-11 · 0001167487-26-000003
Fee Schedule
Bracket Iii48
Bracket Vi28
Bracket Xii15
Bracket Iv5
Bracket I2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-01-22T18:21:12Z
Rdap Domain Last Changed
2024-01-22T18:47:00Z
Rdap Nameservers
Ns37.worldnic.comNs38.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2338837
Trust Company Affiliate
No

People (9)

9
MCKENNA, BARBARA, JEANNE
Direct Owner · 62.5%
2338837
BATRA, ANUJA
Direct Owner · 17.5%
6942595
Anand, Akshay
Direct Owner · 7.5%
6942544
MARTIN, MICHELLE, LYNN
Direct Owner · 7.5%
5768235
LARSON, MARY, CORINNE
Executive Officer · 2.5%
5324608
NOYES, GEORGE, WEBB
Executive Officer · 2.5%
1917091
STUEHR, DAVID, CHARLES
Executive Officer · 2.5%
1592658
Sweeney, Meagen, Patricia
Executive Officer · 2.5%
8242795
TREMBLAY, NICOLE, MARIE
Executive Officer · 2.5%
4555979