Bank / Wealth / TrustRIA · CRD 106783SEC-RegisteredPrivate Fund Adviser

Updated:

Needham & Co

Needham & Co is an SEC-registered investment adviser in New York, NY, registered since 1995. The firm manages $1.8 billion in regulatory assets.

Needham & Co

Needham & Co is an SEC-registered investment adviser in New York, NY, registered since 1995. The firm manages $1.8 billion in regulatory assets. It has 11 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

Location

Region

North America

Country

United States

City

New York

Corporate office

250 Park Avenue, 10th Floor, New York, NY 10177, United States

Additional offices

Boston, MA, United States · San Francisco, CA, United States · Miami, FL, United States · Minneapolis, MN, United States

Frequently asked questions

What is Needham & Co's core business structure?

The firm runs an investment-banking practice focused on advisory and capital raising alongside an asset-management arm — all squarely targeted at growth companies. That pairs equity-underwriting and proprietary research with institutional distribution, rather than operating a passive investment portfolio or a traditional commercial-lending balance sheet.

Does Needham & Co participate in fund commitments or only direct deals?

Needham fields its own asset-management strategies in addition to executing direct banking mandates. The banking side handles public and private capital raising, equity underwriting, and advisory transactions, while the asset-management side manages pooled vehicles that can invest based on the firm's research and deal flow.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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