# Needham Advisory Corporation

Needham Advisory Corporation is an Asset Manager based in North Andover, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** North Andover, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** needhamco.com

## Regulatory record

- **CRD number:** 105378
- **SEC file number:** 801-132495
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105378

## About

Needham Advisory Corporation is an SEC-registered investment adviser in North Andover, MA, registered since 2025. The firm manages $102 million in assets, with $80 million on a discretionary basis. It has 5 employees and 2 investment advisers.

## Sectors

- Technology
- Media & Entertainment
- Healthcare Services
- Financial Services

## People

- George Needham — Chairman

## Questions

### How is Needham Advisory Corporation related to Needham & Company?

Needham Advisory Corporation operates as the SEC-registered investment adviser and asset management arm of Needham & Company, the independent investment bank founded in 1985. The two entities share common ownership, research infrastructure, and corporate access under the Needham umbrella. This structure allows portfolio managers to draw on the sell-side research and banking relationships that the broader firm maintains with technology and healthcare companies.

### Who runs investment decisions at Needham Advisory Corporation?

John Barr has lead portfolio management responsibility for the growth strategies, having joined the firm in 2001 and transitioned into the role over subsequent years. George Needham, the firm's founder, remains Chairman. The firm's mutual fund prospectuses list Barr as co-portfolio manager for the Needham Aggressive Growth Fund and Needham Growth Fund, working alongside a small internal investment team that collaborates closely with the broader Needham research platform.

### What investment strategy does Needham Advisory Corporation pursue?

The firm pursues a growth-oriented public equity strategy concentrated in small- and mid-cap technology, media, and healthcare companies. The approach relies heavily on proprietary research generated by Needham & Company's sell-side analysts, who provide coverage of sectors and companies that often receive limited attention from larger research departments. The flagship Needham Aggressive Growth Fund has historically maintained a concentrated portfolio of roughly 25 to 40 holdings.

### Does Needham Advisory Corporation manage assets beyond public equities?

No. Needham Advisory Corporation's investment activities are confined to long-only public equity strategies, primarily through a family of mutual funds and separate accounts. The broader Needham & Company platform does engage in investment banking and institutional brokerage, but the asset management arm does not extend into private equity, venture capital, credit, or alternative investment structures.

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Last updated: 2026-06-03T20:00:00.000Z

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