Longleaf Partners Fund
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New Application

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:

   Via Regular Mail
Longleaf Partners Funds
P.O. Box 9694
Providence, RI 02940-9694
   Via Express Mail or Overnight Courier
Longleaf Partners Funds
c/o PFPC Inc.
101 Sabin Street
Pawtucket, RI 02860
(508)871-8800
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:

  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)
  • 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.

    Non-Retirement

    New Application
    Additional Purchases
    Change of Information
    Gift of Shares
    Transfer In Kind
    Redemptions
    Retirement - Traditional
    Retirement - Simple
    Account Access
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