RIA Intel›Advisers›New York›NEEDHAM INVESTMENT MANAGEMENT, LLC

NEEDHAM INVESTMENT MANAGEMENT, LLC

Institutional

N·NEW YORK, NY

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

Total AUM
$1.8B
1-Year AUM Growth
+48.6%
3-Year CAGR
+12.7%
Employees
3
Assets Under Management
Total AUM$1.8B
Discretionary AUM$1.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees3
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingFeb 28, 2001
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 46 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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