NEEDHAM ADVISORY CORPORATION

Overview

Needham Advisory Corporation is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges a mix of fee structures (percentage of assets under management, hourly and fixed fees) and operates as a discretionary manager for a majority of its client assets while retaining some non-discretionary relationships. Investment activity tilts toward equities, with filings showing a clear preference for equity exposure and a material allocation to non-exchange traded equity positions. Needham Advisory Corporation does not operate as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Portfolio construction appears to combine direct equity positions with pooled vehicles and insurance products to meet client goals. Custody and trade execution are consolidated through a primary custodian relationship, which supports liquid public market access alongside alternative and insurance-based investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices