NEEDHAM INVESTMENT MANAGEMENT, LLC
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
FINTRXOverview
Needham Investment Management, LLC is an SEC-registered hedge fund manager organized as an LLC and operating since 1995. It serves primarily institutional clients and provides portfolio management for registered investment companies and pooled investment vehicles. The firm charges fees based on a percentage of assets under management and may also collect performance-based fees. Needham functions in multiple roles around pooled vehicles—acting as sponsor, general partner, and managing member in certain structures—and has at least one related adviser. It is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JAMES ABBRUZZESE
Managing Director, Chief Compliance OfficerCRD 2960715
JAMES GIANGRASSO
Managing Director, Chief Financial OfficerCRD 4335088
GEORGE NEEDHAM
Chairman & CEOCRD 345542
Contacts
2 of 2JOHN BARR
EVPCRD 2900808
CHRISTOPHER RETZLER
Managing DirectorCRD 2522146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 250 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ALTFEST PERSONAL WEALTH MANAGEMENT
RIANew York, NY
EOS REAL ESTATE INVESTORS LLC
RIANew York, NY
ARGENTIC
RIANew York, NY
NOVA INFRASTRUCTURE MANAGEMENT, LLC
RIANew York, NY
CION INVESTMENT MANAGEMENT, LLC
RIANew York, NY
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC
RIANew York, NY