Longfellow Investment Management Co., LLC
Boston, MA
- UEI
- Y4QZCWQQU2L5
- CAGE
- 7GYF4
- Primary NAICS
- 523940 Portfolio Management and Investment Advice
- SAM.gov registration
- Active through
Company facts
- Self-certified in SAM.gov
- Entity structure
- Partnership or Limited Liability Partnership
- 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
-
- Financials
- Diversified Financials
- Capital Markets
- 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 .
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $894,442 |
| FY2025 | $840,000 |
| FY2024 | $619,757 |
| FY2023 | $700,000 |
Top agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Pension Benefit Guaranty Corporation | $894,442 |
Contract awards
| Award | Agency | Obligated | Awarded |
|---|---|---|---|
| Portfolio management & investment advice | Pension Benefit Guaranty Corporation | $2,494,442 | |
| Asset management services | Pension Benefit Guaranty Corporation | $320,880 | |
| Smaller asset managers pilot program | Pension Benefit Guaranty Corporation | $973,877 | |
| Portfolio management | Pension Benefit Guaranty Corporation | $2,220,258 |
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About the company
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
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.
How much has Longfellow Investment Management Co., LLC received in federal contracts?
Federal contracts obligated $840,000 to Longfellow Investment Management Co., LLC in fiscal year 2025 and $3,054,199 in fiscal years 2023 through 2027.
How does Longfellow Investment Management Co., LLC rank among federal contractors?
Longfellow Investment Management Co., LLC ranked #34 in NAICS 5239, #39 in NAICS 523 and #59 at the Pension Benefit Guaranty Corporation in FY2025.
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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