The NEEDHAM INVESTMENT MANAGEMENT, LLC is a privately held investment adviser that advises $2.94Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. NEEDHAM INVESTMENT MANAGEMENT, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 241.32% over the last 5-years.
The Group has been registered with the SEC for 30.72 years and is comprised of 2 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 250 PARK AVE 10TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 14 US and Non-US bodies.
They have 206 employees comprised of 60 investment and 146 non-investment staff. The total number of Employees increased by 27.16% over the last 5-years.
Their $2.94Bn in assets advised are owned by 22 private funds, 3 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $2.67Bn or 90.84% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $269.66mn or 9.16% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
NEEDHAM INVESTMENT MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.