Investment adviser · CRD 16360
NEEDHAM & COMPANY, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 19, 2026
- Employees
- 195 Reported in this filing
- Advisory professionals
- 57 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 20 | $0 | Not reported |
Filing source
Form ADV 2076921 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Fixed · Commissions
Principal office
250 PARK AVENUE, 10TH FLOORNEW YORK, NY, 10177, United States
CRD 16360
Filing source
Form ADV 2076921 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.