The Small Cap Fund is currently closed to new investors.
Please review the Steps to Opening an Account below to
answer any questions about opening a new account with Longleaf.
Longleaf provides two methods for obtaining a new account application:
- An Online Form to be printed,
completed and mailed.
- An Account Kit via Regular mail.
Steps to Opening an Account:
1) Review Longleaf's prospectus.
2) Obtain exception authorization by calling Southeastern at (901)761-2474.
3) Complete and sign the account application referenced above.
4) Make check payable to "Longleaf Partners Funds."
5) Mail application and initial investment to:
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Via Regular Mail
Longleaf Partners Funds
P.O. Box 9694
Providence, RI 02940-9694
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Via Express Mail or Overnight Courier
Longleaf Partners Funds
c/o PFPC Inc.
101 Sabin Street
Pawtucket, RI 02860
(508)871-8800
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To establish a new account via Wire:
1) Call Longleaf at (800)445-9469 (option 0) to obtain information on establishing a new new account.
2) After providing all required documentation in good order you will be provided with a new account number.
3) Using your new account number, instruct your bank to wire funds as follows:
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PNC Bank
Pittsburgh, PA
ABA#031000053
DDA#8606905185
Specify Longleaf Partners Fund#:
#133 for Partners Fund
#136 for International Fund
#134 for Small-Cap Fund
For credit to: (name as registered on account)
Shareholder account # (the account number you received)
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PFPC will not process wire transfers without a Fund and account number.
If your instructions are not in good order, your purchase may be delayed or your wire may be returned.
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