# Essex Investment Management

Essex Investment Management is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** 125 High Street, 18th Floor, Boston, MA 02110, United States
- **Founded:** 1976
- **Assets under management:** Undisclosed
- **Website:** www.essexinvest.com
- **LinkedIn:** https://www.linkedin.com/company/essex-investment-management

## Regulatory record

- **CRD number:** 109962
- **SEC file number:** 801-55496
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109962

## About

Joseph C. McNay established Essex Investment Management in 1976. The firm began as a registered investment adviser and later transitioned into an adviser-led multi-family office that stewards capital generated through institutional portfolio management. Essex runs four public-equity strategies: Small Growth, Micro Growth, SMID Growth, and Global Environmental Opportunities. These strategies draw on thematic research in ClimateTech, Energy Transition & Renewables, Healthcare Services, and Industrial Tech. The firm invests across North America, Europe, and Asia. No specific portfolio company holdings or co-investors appear in public materials. The operating team includes Co-CEOs Nancy Prial and Robert Uek, COO Michael McCarthy, and a research and trading group. Additional offices operate in Evanston, Illinois. Essex maintains the Joseph C. McNay Scholarship Fund and participates in the Intentional Endowments Network. Essex operates as an independent multi-family office after buying back its interest from Affiliated Managers Group in 2012. Ownership remains concentrated with founder Joseph C. McNay at 44 percent.

## Sectors

- ClimateTech
- Energy Transition & Renewables
- Healthcare Services
- Industrial Tech

## Offices

- Evanston, IL, United States

## People

- Joseph C. McNay — Chairman and CIO
- Nancy Prial — Co-Chief Executive Officer and Senior Portfolio Manager
- Robert Uek — Co-Chief Executive Officer and Senior Portfolio Manager
- Michael McCarthy — Chief Operating Officer and Chief Compliance Officer

## Questions

### Who runs investment decisions at Essex Investment Management?

Joseph C. McNay serves as Chairman and CIO. Co-CEOs Nancy Prial and Robert Uek act as senior portfolio managers alongside the research team.

### What asset classes does Essex Investment Management deploy into?

The firm focuses on public equities through four strategies: Small Growth, Micro Growth, SMID Growth, and Global Environmental Opportunities.

### Which regions does Essex Investment Management cover?

The firm allocates across North America, Europe, and Asia.

## Related profiles

- [Esses Capital Partners](https://altss.com/profile/esses-capital-partners)
- [Établissements Peugeot Frères](https://altss.com/profile/tablissements-peugeot-fr-res)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://www.essexinvest.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/109962
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/essex-investment-management-company-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology