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ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
125 High Street
Suite 1803
Boston, Massachusetts 02110
Tel: 617-342-3200
About ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC, formally registered with the SEC as ESSEX INVESTMENT MANAGEMENT COMPANY, LLC. The firm was established in 03/20/1998. They have over 2 offices throughout the country.
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $627,115,345 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109962 |
| SEC# | 801-55496 |
| Assets Managed by Firm | $627,115,345 |
| No. of Clients | 148 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (NON-DISCRETIONARY STRATEGY MODELS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 148 | $627,115,345 |
| Individuals (other than high net worth individuals) | 46 | $69,490,425 |
| High net worth individuals | 60 | $107,844,470 |
| Pension and profit sharing plans | 2 | $4,063,025 |
| Charitable organizations | 20 | $89,610,159 |
| Corporations or other businesses | 1 | $3,823,168 |
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