Needham Investment Management, LLC
● SEC registered since 1995CRD 106783SEC# 801-50449New York, NY
Ranks #2,305 of 5,980 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
About Needham Investment Management
Needham Investment Management is associated with Needham Funds, which is dedicated to long-term investors in domestic growth equities since 1992. It offers mutual funds seeking reasonably priced growth stocks, including growth, aggressive growth, and small-cap growth strategies, plus hedge fund offerings.
Summary based on the firm’s website.
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 2,305 of 5,980 private fund managers.
Needham Investment Management, LLC private funds
2 funds · $269.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 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| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Retzler Control | Evp - Portfolio Manager | Under 5% | 2008 |
| George Austin Needham Control | President And Ceo | Under 5% | 2005 |
| James Michael Abbruzzese Control | Chief Compliance Officer | Under 5% | 2004 |
| James William Giangrasso Control | Chief Financial Officer | Under 5% | 2011 |
| John Oliver Barr Control | Evp - Portfolio Manager | Under 5% | 2010 |
| Needham Asset Management, LLC Control | Member | 50-75% | 2006 |
| George Austin Needham Control | Shareholder | — | 2004 |
| Needham Holdings, LLC Control | Member | Over 75% | 2006 |
| The Needham Group, Inc. Control | Member | Over 75% | 2004 |
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
| Address | 250 Park Ave, 10th Floor, New York, NY 10177 |
| Phone | 212-371-8300 |
| Fax | 212-705-0283 |
| Office hours | 9:00a.m.-5:00p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.8B▲ 28%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,389 advisers
AUM vs fund managersTop 39%
Larger than 61% of 5,980 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 38%
More than 62% of 16,799 advisers
Assets under management
$1.8Bregulatory AUM
Discretionary $1.8B