Open an Account | Longleaf Partners Funds | Southeastern Asset Management

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Open a Longleaf Partners Fund Account

Select your account type and download and complete the application form or go online here.

New Account Application Access

By clicking the “I Agree” button below, you represent and agree that:

You are a U.S. Citizen or US Resident and you consent to electronic delivery of the Prospectus and/or Summary Prospectus for each Fund as well as the Funds’ Privacy Policy The Prospectus and Summary Prospectus for each Fund can be accessed here: Partners Fund, Small-Cap Fund, International Fund, Global Fund. If investing in an IRA, you agree that you have received the IRA Disclosure Statement and Adoption Agreement. You also agree to read and accept the terms of these documents before investing.

In order to view and print the documents, you will need Adobe Acrobat Reader, which can be downloaded at no charge. If you are unable to download, view, or print the documents, call (800) 445-9469, option 1 or request a New Account Kit. Understand that your consent relates only to this request. If you request additional information, you may be required to consent to electronic delivery again.

Neither Southeastern nor Longleaf charges a fee to use our website, but your internet service provider may charge to access information online. If you no longer consent to electronic access to these documents, you may withdraw your consent and request a paper copy at no charge by calling (800) 445-9469, option 1.

I agree

Return your application and fund your account

Mail your application and check to:

Standard Mail:
Longleaf Partners Funds
c/o Ultimus Fund Solutions, LLC
P.O. Box 541150
Omaha, NE 68154-9150

Overnight Mail:
Longleaf Partners Funds
c/o Ultimus Fund Solutions, LLC
4221 N 203^rd St., Suite 100
Elkhorn, NE 68022

Or you can wire your funds to:

First National Bank of Omaha
Omaha, NE
ABA# 104000016
Longleaf Funds
DDA# 733835283

Identity of the Fund:
LLPFX – Partners
LLSCX – Small-Cap
LLINX – International
LLGLX – Global

For further credit to:
Name as registered on the account and your Longleaf account number.

Register online

You can register here for online access to your account.

If you need assistance accessing your account, please contact shareholder services at (800) 445-9469.

Go Paperless. Sign-up for E-Delivery.

We are asking our Partners to collaborate with us to save our environment, reduce fund expenses, and receive important information more quickly by choosing E-Delivery for your prospectus mailings, annual and semi-annual reports, Longleaf notifications, quarterly statements, shareholder confirms, and tax forms.

To sign-up for E-Delivery, please go to your online account, login and update your delivery preferences under the Document Delivery Settings tab.

Environmentally Friendly
Reduced Fund Expenses
Faster Delivery of Information

Exceptions to Minimum and Closed Funds

Prior Approval for Exceptions

Approval for exceptions must be obtained by calling Southeastern at (901) 761-2474 or emailing at [email protected] prior to making your investment.

The following investors may open a new account in any open Fund with an initial investment of less than $10,000:
Family members of shareholders who have at least $250,000 invested in one of the Longleaf Partners Funds may open one or more accounts in the same Fund for a $5,000 initial investment.
Employees of Southeastern and their family members and Longleaf service providers may open new accounts with a $1,000 initial investment.
Individual financial advisors and consultants whose clients aggregate over $10,000 may add new clients below the minimum.
Institutions and affiliates of institutions having a strategic investment advisory relationship with Southeastern may open client accounts below the minimum.

Closed Fund Exceptions

As stated in our governing principles, we will consider closing a Fund to new investors if closing would benefit existing clients. When a Fund is closed, the following investors may open new accounts in a closed Fund for an initial investment of $10,000 if approved by Southeastern:

Existing shareholders in a closed Fund and their immediate family members may open accounts in the same Fund. For this purpose, an immediate family member is your spouse or minor child.
Individual financial advisors and consultants who have maintained accounts in a closed Fund since its closing date may add new clients to that Fund.
Institutions and affiliates of institutions having a strategic investment advisory relationship with Southeastern.
Employees of Southeastern and their family members and Longleaf service providers may open new accounts.