Longfellow Investment Management Co., LLC

Boston, MA Longfellow Investment Management Co., LLC

UEI
Y4QZCWQQU2L5
CAGE
7GYF4
Primary NAICS
523940 Portfolio Management and Investment Advice
SAM.gov registration
Active through

Company facts

Self-certified in SAM.gov
  • For Profit Organization
  • Woman Owned Small Business
  • Woman Owned Business
  • Limited Liability Company
Entity structure
Partnership or Limited Liability Partnership
NAICS codes registered in SAM.gov
SAM.gov registration date
Physical address
125 High St #832, Boston, MA 02110, USA
Website
longfellowim.com
Founded
1986
Employees
11-50
Estimated annual revenue
$1M-$10M
Industry
  1. Financials
  2. Diversified Financials
  3. Capital Markets
  4. Asset Management & Custody Banks
SIC code
67 Holding & Other Investment Offices
Profiles

Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .

Recent federal awards

Longfellow Investment Management Co., LLC's 4 most recent federal contract and grant awards, newest first. Amounts are dollars obligated.
Award Agency Obligated Awarded
Portfolio management & investment advice Contract · 16PBGC24C0033 Pension Benefit Guaranty Corporation $2,494,442
Asset management services Contract · 16PBGC23C0018 Pension Benefit Guaranty Corporation $320,880
Smaller asset managers pilot program Contract · 16PBGC22C0008 Pension Benefit Guaranty Corporation $973,877
Portfolio management Contract · PBGC01CT160031 Pension Benefit Guaranty Corporation $2,220,258

About Longfellow Investment Management Co., LLC

Longfellow Investment Management Co., LLC is a woman-owned small business registered as a partnership or limited liability partnership with the U.S. federal government since August 2015. The company specializes in providing portfolio management, investment advice, and asset management services to federal agencies, particularly the Pension Benefit Guaranty Corporation (PBGC). As a for-profit organization, Longfellow Investment Management Co., LLC has established itself as a trusted partner in managing pension plan assets and participating in specialized programs aimed at diversifying investment management strategies for federal pension funds.

Through its recent federal contract awards, Longfellow Investment Management Co., LLC has consistently provided asset management services to the Pension Benefit Guaranty Corporation. The company has been involved in several key initiatives, including the Smaller Asset Managers Pilot Program and the ongoing Smaller Asset Manager Program. These contracts, ranging from $320,880 to $973,877, have focused on delivering fixed income management services and exploring investment options for smaller pension plans. Notably, the most recent award, valued at $750,000, extends through December 31, 2034, indicating a long-term commitment to supporting PBGC's investment strategies. All of these contracts were awarded without set-aside designations, suggesting that Longfellow Investment Management Co., LLC has competed successfully in open bidding processes. The company's work primarily takes place in Washington, D.C., and Fort Lesley J. McNair, demonstrating its ability to serve federal clients in key administrative locations.

SBA capabilities narrative

Longfellow Investment Management Co. is an independent, 100% employee-owned investment management firm. We believe the success of our client partnerships is the result of responsive client service and reporting, customized investment strategies and consistent strong risk-adjusted returns. Our role is to be a resource, not only in the customized management of client assets, but with investment guideline and strategy reviews, and much more. Longfellow Investment and Management Co investment philosophy is based on the premise that out performance can be delivered consistently by focusing on the risks to a portfolio. Longfellow Investment and Management Co approach is based on protecting our clients' assets from the downside risks in the market. We work with clients who have specific needs and restrictions and build the appropriate portfolio and benchmark around those guidelines. For further information please visit us at http://www.longfellowim.com.

Quick answers

What is Longfellow Investment Management Co., LLC's UEI?

Longfellow Investment Management Co., LLC's Unique Entity ID (UEI) in SAM.gov is Y4QZCWQQU2L5.

What is Longfellow Investment Management Co., LLC's CAGE code?

Longfellow Investment Management Co., LLC's CAGE code is 7GYF4.

What is Longfellow Investment Management Co., LLC's primary NAICS code?

Longfellow Investment Management Co., LLC's primary NAICS code is 523940 (Portfolio Management and Investment Advice).

Where is Longfellow Investment Management Co., LLC located?

Longfellow Investment Management Co., LLC's physical address in SAM.gov is 125 High St #832, Boston, MA 02110, USA.

Is Longfellow Investment Management Co., LLC registered in SAM.gov?

Yes. Longfellow Investment Management Co., LLC's SAM.gov registration is active through March 10, 2027.

What is Longfellow Investment Management Co., LLC's most recent federal award?

Longfellow Investment Management Co., LLC's most recent federal contract award is Portfolio management & investment advice (16PBGC24C0033), from Pension Benefit Guaranty Corporation, on January 1, 2024.

On GovTribe

See Longfellow Investment Management Co., LLC's full federal record

  • Federal contract awards
  • Funding analysis by agency, NAICS and set-aside
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