ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

CRD 109962 · SEC 801-55496

Visit website

125 HIGH STREET, SUITE 1803, BOSTON, MA, 02110, United States

Phone

617-342-3200

Fax

617-342-3280

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$712.7M

Discretionary AUM

$712.7M

Team

13 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	35	$78.4M
High net worth individuals	55	$130.4M
Investment companies	2	$123.0M
Pooled investment vehicles	2	$68.8M
Pension/profit sharing plans	1	$6.2M
Charitable organizations	14	$79.1M
State/municipal entities	8	$226.9M

States served

CA, IL, LA, MA, NY, OH, RI, TX, NH, FL

All web addresses on file

HTTPS://WWW.ESSEXINVEST.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/ESSEX-INVESTMENT-MANAGEMENT/
HTTPS://X.COM/ESSEXINVEST

Official SEC filing: View on IAPD