Needham Investment Management, LLC
Assets Under Management
$1.4B
Number of Clients
5
Number of Advisors
N/A
Avg. Portfolio per Client
$281.2M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Needham Investment Management provides investment management services to pooled investment vehicles and registered investment companies. They do not tailor their advisory services to meet the individual needs of the underlying investors in their clients. Instead, they provide advice to each client portfolio in accordance with its investment objectives and strategies specific to each portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For registered investment companies, NIM charges 1.25% of the average daily net asset value of each portfolio. For Clients that are pooled investment vehicles, such as hedge funds, NIM charges an annual fee of 1.00% of assets under management. Clients that are pooled investment vehicles are also subject to a performance-based fee, which range from 15% to 20% of returns. These fees are negotiable.
Fee Estimator
Areas of Practice
Location
250 Park Ave, 10th Floor, New York, NY, 10177