Essex Investment Management Company, LLC
● SEC registered since 1998CRD 109962SEC# 801-55496Boston, MA
Reg. AUM
$712.7M
Employees
13
Accounts
117
Location
Boston, MA
Essex Investment Management Company, LLC assets under management
Essex Investment Management Company, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1998. It reports $712.7 million in regulatory assets under management and employs 13 people.
Essex Investment Management Company, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annemarie Gelata McMichael | Research Analyst, Non-Managing Member | 5-10% | 2015 |
| Burnt Mountain Investments LLC | Non-Managing Member | 5-10% | 2015 |
| Courcap LLC | Non-Managing Member | 5-10% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Essex Investment Management Company, LLC manage?
Essex Investment Management Company, LLC reports $712.7 million in regulatory assets under management on its Form ADV.
How many employees does Essex Investment Management Company, LLC have?
Essex Investment Management Company, LLC reports 13 employees.
Where is Essex Investment Management Company, LLC located?
Essex Investment Management Company, LLC is based in Boston, MA and has been SEC-registered since 1998.
Does Essex Investment Management Company, LLC disclose fund performance?
Essex Investment Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 High Street, Suite 1803, Boston, MA 02110 |
| Phone | 617-342-3200 |
| Fax | 617-342-3280 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 201772 |
| Discloses disciplinary history | No |
Regulatory AUM
$712.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$712.7Mregulatory AUM
Discretionary $712.7M