Essex Investment Management Company LLC

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Assets, Funds, Holdings

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Essex Investment Management Company LLC
CRD #109962
SEC #801-55496
CIK #201772
AUM $631.7 MM (98% Disc, 100% US)
Employees18 (61% Investors, 0% Brokers)
Phone617-342-3200
Address125 High Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($BB)
151296301999200620132021
Sector Holding Cap ($MM) Value ($MM)
AMZN820,610.016.9
PANW22,580.014.1
MSFT865,660.011.7
HD206,070.011.7
AEM10,190.010.8
DIS171,070.010.7
ILMN44,130.010.5
INTU64,910.010.1
NVDA97,650.010.1
GDXJ9.4
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Essex Climate Change Fund LLC [2011-10-20] 5.8 4.9
HF Essex Scout Fund LLC [2011-10-20] 1.5 1.3
HF Essex Income & Growth Fund LLC [2011-01-13] 5.0 4.6
HF Essex Long Short Fund LLC [2011-01-13] 5.0 3.7
HF Essex Alpha Fund A SEP Series of Essex Qualified Purchasers Fund LLC [2010-11-16] 4.0 4.7
HF Essex Global Life Sciences Fund LP [2010-11-16] 4.7 16.7
HF Essex Flexport Fund LP [2010-10-29] 5.1 2.3
HF Essex Performance Fund LP [2010-10-29] 66.9 99.5
HF Essex Gobal Emerging Growth Fund [2010-10-27] 1.0 0.8
HF Essex Vision Fund LLC [2010-10-27] 1.8 1.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Michael McCarthy 11 3
Christopher McConnell 11 1
Nancy Prial 11 1
Stephen Cutler 11 1
Joseph McNay 11 1
Essex Investment Management Company LLC 8 1
Essex Investment Management Co LLC 7 1
Anne Marie McMichael 5 1
Elizabeth Giroux 5 1
Luis Cortez 5 1
Comparable Firms State AUM ($BB)
SG Capital Management LLC
IL 0.6
Clear Harbor Asset Management LLC
NY 0.6
Highmore Group Advisors LLC
NY 0.6
Provident Investment Management Inc
MI 0.6
Night Owl Capital Management LLC
CT 0.6
Macquarie Funds Management Hong Kong Limited
0.6
Dynasty Wealth Management LLC
FL 0.6
SB Value Partners LP
TX 0.6
Quest Partners LLC
NY 0.6
Falcon Point Capital LLC
CA 0.6
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