NEEDHAM INVESTMENT MANAGEMENT, LLC

other names
  • NEEDHAM INVESTMENT MANAGEMENT, LLC
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Adviser Profile
As of Date 03/30/2026
ADV Location NEW YORK, NY, United States
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 11
of those in investment advisory functions 3
Registration SEC, Approved, 11/17/1995
AUM* 1,800,954,018 94%
of that, discretionary 1,800,954,018 94%
Private Fund GAV* 269,658,843 17%
Avg Account Size 360,190,804 94%
SMA’s No
Private Funds 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

873M 748M 623M 499M 374M 249M 125M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$269,658,843

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Brochure Summary