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NEEDHAM & COMPANY, LLC

CRD 16360 · SEC 801-62735

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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250 PARK AVENUE, 10TH FLOOR, NEW YORK, NY, 10177, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

195 total employees; 57 advisory reps

Clients

0

Fees

Fixed fees; Commissions; PURSUANT TO CSA AGREEMENTS

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Yes

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Services

SECURITIES RESEARCH

Client types

TypeClientsAUM
Pooled investment vehicles20$0

States served

CA, MA, MN, NY, FL

All web addresses on file

Official SEC filing: View on IAPD