NEEDHAM INVESTMENT MANAGEMENT, LLC

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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

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$207,878,565

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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.