Needham Investment Management, LLC

RIASEC RegisteredEst. 1995

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$360M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106783
Registered since: November 17, 1995
Website: www.needhamfunds.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies85.03%
Pooled Investment Vehicles14.97%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Needham Investment Management, LLC is a privately held investment manager organized as an LLC and operating since 1995. The firm is classified as a hedge fund and primarily serves institutional clients. Its advisory activities include portfolio management for registered investment companies and for pooled investment vehicles, and it performs sponsor/GP and managing-member roles for some vehicles. Compensation includes both a percentage-of-assets management fee and performance-based fees. Needham is not positioned as an ESG-focused manager, and it identifies as a related adviser to other entities rather than a standalone capital allocator.