Essex Investment Management Company, LLC

RIASEC Registered

Total AUM

$713M

Discretionary

$713M

100% of AUM

Avg account

$6.1M

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 109962
Registered since: March 20, 1998
Website: www.essexinvest.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., FNZ TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government31.83%
HNWI18.3%
Investment Companies17.26%
Charitable Organizations11.1%
Individuals11%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Essex Investment Management Company, LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC-registered (first registered in 1998) and positions itself as a capital allocator serving both individual & family clients and institutional investors. Its advisory model is fee-based (percentage of AUM) and centers on discretionary portfolio management across households, pooled vehicles, investment companies and institutional accounts. Essex reports being an active ESG investor, and its activities indicate regular allocation to third-party managers in addition to direct portfolio management.