RIA Intel›Advisers›Massachusetts›ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

Advisory

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$713M
1-Year AUM Growth
+0.0%
3-Year CAGR
-7.6%
Employees
9
Assets Under Management
Total AUM$713M
Discretionary AUM$713M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees9
Investment Advisers13
Employee Growth (1Y)—
Filing History
Total Filings on Record51
First FilingMar 26, 2001
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 51 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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