Essex Investment Management Company, LLC
Essex Investment Management Company, LLC is an SEC-registered ria in Boston, MA with $712.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Essex Investment Management Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109962, SEC 801-55496, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $712.7M (2026-03-30)
- Firm type
- Ria
- Location
- Boston, MA
- Employees
- 13
- Clients
- 115
- CRD
- 109962
- Ownership
- MCNAY, JOSEPH, CLAUDIUS; CUTLER, STEPHEN, DAVID; MCCONNELL, CHRISTOPHER, PAUL; MACCOLL, MALCOLM; STICKELLS, SUSAN
How much AUM does Essex Investment Management Company, LLC have?
Essex Investment Management Company, LLC reported $712.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Essex Investment Management Company, LLC?
Disclosed owners and executives of Essex Investment Management Company, LLC include MCNAY, JOSEPH, CLAUDIUS, CUTLER, STEPHEN, DAVID, MCCONNELL, CHRISTOPHER, PAUL, MACCOLL, MALCOLM, STICKELLS, SUSAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.