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Building 2ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

Map pinBOSTON, MA
Phone617-342-3200
NotebookSEC #801-55496
Total AUM
$712.7M
Employees
13
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH STREET
SUITE 1803
BOSTON
MA 02110
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
617-342-3200
Other Offices
1

ReceiptFinancials

Total AUM
$712.7M
Accounts
117
Discretionary
$712.7M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$78.4M
HNW Individual Clients
55
AUM
$130.4M
Investment Company Clients
2
AUM
$123M
Pooled Vehicle Clients
2
AUM
$68.8M
Pension/Profit Sharing Plan Clients
1
AUM
$6.2M
Charitable Organization Clients
14
AUM
$79.1M
Government Entity Clients
8
AUM
$226.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMANHNYOHRITX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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