NEEDHAM INVESTMENT MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

04/25/2024

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:

926,147,748 48.57%

of that, discretionary:

926,147,748 48.57%

Private Fund GAV:

207,878,565 27.06%

Avg Account Size:

185,229,550 48.57%

SMA’s:

NO

Private Funds:

2

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Needham Investment Management Llc Buys Telos Corp, LendingTree Inc, MKS Instruments Inc, Sells ...
11/15/2021

Related Stocks: TLS, TREE, MKSI, BIGC, SUMO, BNFT, BRKS, AEIS, BOH, NYCB, TDUP, TPGS, NATI, LTRX, ALKT, DOCS, ETWO, EMKR,

gurufocus.com

Needham Investment Management Llc Buys Fluidigm Corp, Frequency Electronics Inc, ACV Auctions ...
08/17/2021

Related Stocks: FLDM, FEIM, IIVI, NPTN, AKTS, INFN, ACVA, LASR, EGHT, COHU, NATI, SEMR, VG, NEWR, MIME, EPAY, XM, INSG,

gurufocus.com

Tekla Healthcare Investors
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Needham Aggressive Growth Fund;Retail
04/01/2021

The Fund seeks long-term capital appreciation by investing primarily in the equity securities of public companies with strong, above-average prospective long-term growth rates. Under normal market ...

Barrons

Alpha Pro Tech Ltd.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Aspen Aerogels Inc.
03/29/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $207,878,565

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Private Funds



Employees




Brochure Summary

Overview

Needham Investment Management, LLC (also referred to as “Needham Investment Management,” “NIM” or the “Adviser”) is a Delaware Limited Liability Company, formed on October 11, 1995, and is located in New York, NY. NIM began operating as an investment adviser in 1995 and has been registered with the SEC since 1995. NIM is a wholly-owned indirect subsidiary of The Needham Group, Inc. George Needham is the principal shareholder, Chairman of the Board and Chief Executive Officer of The Needham Group, Inc. NIM provides discretionary portfolio management services to clients,
which include pooled investment vehicles and registered investment companies (each a “Client” and collectively, the “Clients”). NIM does not tailor its advisory services to meet the individual needs of the underlying investors in its Clients. Rather, it provides advice to each Client portfolio in accordance with its investment objectives and strategies specific to each portfolio, as described in each Client’s respective offering memoranda. As of December 31, 2023, NIM’s regulatory assets under management was $926,147,748, all managed on a discretionary basis.