Longfellow Investment Management Co Ltd Partn (Boston)


Longfellow Investment Management Co Ltd Partn is a large advisory firm based in Boston. It manages $1.02 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001.

Longfellow Investment Management Co Ltd Partn provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Longfellow Investment Management Co Ltd Partn: assets under management

The assets under management (AUM) of Longfellow Investment Management Co Ltd Partn is $1.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longfellow Investment Management Co Ltd Partn for their services and products based on a percentage of assets under management 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.

Careers at Longfellow Investment Management Co Ltd Partn

David Walter Seeley has been acting as President since 1 Jul 2005. John Nmn Ciarleglio joined the executive team most recently as the Chairman.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Richard N Houlding Limited partner 1 May 1986 25% - 50% 1494071
David Walter Seeley Limited partner 1 May 1986 25% - 50% 4334955
Gloria Ann Chaban Limited partner 1 May 1986 Other 4334961
Lim Corp. General partner 1 May 1986 Other 04-2933956
John Nmn Ciarleglio Limited partner 1 May 1986 25% - 50% 4334950
David Walter Seeley President 1 Jul 2005 25% - 50% 4334955
John Nmn Ciarleglio Chairman 1 Jul 2005 25% - 50% 4334950
Barbara Jeanne Mckenna Vice president 1 Jul 2005 25% - 50% 2338837

Based in Boston

The principal office where Longfellow Investment Management Co Ltd Partn performs its advisory services is located at 295 Devonshire St, 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 9-5 on Monday - Friday.