Account opening details for the Longleaf Partners Funds

Open a Longleaf Partners Fund Account

Select your account type and download and complete the application form.

Return your application and fund your account

Mail your application and check to:

Standard Mail:
Longleaf Partners Funds
P.O. Box 9694
Providence, RI 02940-9694

Overnight Mail:
Longleaf Partners Funds
c/o BNY Mellon
4400 Computer Drive
Westborough, MA 01581

Or you can wire your funds to:

Bank of New York Mellon
New York, NY
ABA #011001234
DDA #0000733156

Identify the Fund:
A07 PF 133 – Partners
A07 SC 134 – Small Cap
A07 IN 136 – International
A07 GL 137 – Global

For further credit to:
Name as registered on the account & your Longleaf account #

Register online

You can register here for online access to your account.
Register Online

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 Account Options 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

The Small-Cap Fund closed to new investors on July 31, 1997. 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.