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Needham Investment Management, LLC

● SEC registered since 1995CRD 106783SEC# 801-50449New York, NY
Export (members)
Ranks #2,302 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.8B
Fund GAV
$269.7M
Private funds
2
Employees
11
Accounts
5
Location
New York, NY

Needham Investment Management, LLC assets under management

Needham Investment Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1995. It reports $1.8 billion in regulatory assets under management and employs 11 people. Needham Investment Management, LLC manages 2 private funds with combined gross assets of $269.7 million, including Needham Emerging Growth Partners, L.P. By regulatory assets, it ranks 2,302 of 6,004 private fund managers.

Needham Investment Management, LLC private funds

2 funds · $269.7M GAV
FundTypeGross assetsMin.
Needham Emerging Growth Partners, L.P.Hedge$205.4M$500K
Needham Contrarian (qp) Fund, L.P.Hedge$64.3M$1M

Needham Investment Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Christopher John Retzler ControlEvp - Portfolio ManagerUnder 5%2008
George Austin Needham ControlPresident And CeoUnder 5%2005
James Michael Abbruzzese ControlChief Compliance OfficerUnder 5%2004
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Frequently asked questions

How much does Needham Investment Management, LLC manage?

Needham Investment Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Needham Investment Management, LLC manage?

Needham Investment Management, LLC manages 2 private funds with combined gross assets of $269.7 million.

How many employees does Needham Investment Management, LLC have?

Needham Investment Management, LLC reports 11 employees.

Where is Needham Investment Management, LLC located?

Needham Investment Management, LLC is based in New York, NY and has been SEC-registered since 1995.

Does Needham Investment Management, LLC disclose fund performance?

Needham Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Park Ave, 10th Floor, New York, NY 10177
Phone212-371-8300
Fax212-705-0283
Office hours9:00a.m.-5:00p.m. Est
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.8B▲ 28%
Mar '25 — $1.41BApr '25 — $1.41BMay '25 — $1.41BJun '25 — $1.41BJul '25 — $1.41BAug '25 — $1.41BSep '25 — $1.41BOct '25 — $1.41BNov '25 — $1.41BDec '25 — $1.41BJan '26 — $1.41BFeb '26 — $1.41BMar '26 — $1.8BApr '26 — $1.8BMay '26 — $1.8BJun '26 — $1.8B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 38%
Larger than 62% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$1.8Bregulatory AUM
Discretionary $1.8B

Service providers

Auditor
Prime broker
Custodian