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Building 2NEEDHAM INVESTMENT MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-371-8300
NotebookSEC #801-50449
Total AUM
$1.8B
Employees
11
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 PARK AVE
10TH FLOOR
NEW YORK
NY 10177
United States
Operating Hours
9:00AM-5:00PM EST
Monday - Friday
Phone
212-371-8300

ReceiptFinancials

Total AUM
$1.8B
Accounts
5
Discretionary
$1.8B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$1.5B
Pooled Vehicle Clients
2
AUM
$269.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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