ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
CRD #109962 SEC #801-55496 BOSTON, MA 617-342-3200
SEC Registered Private Funds
Total AUM
$610.2M
Discretionary
$610.2M
Employees
12
Clients
--
Accounts
124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $610.2M | $610.2M | $0 | 12 | 0 |
| Mar 2025 | $610.2M | $610.2M | $0 | 12 | 0 |
| Apr 2024 | $627.1M | $610.2M | $16.9M | 12 | 0 |
| Mar 2024 | $627.1M | $610.2M | $16.9M | 12 | 0 |
| Dec 2023 | $627.1M | $618.4M | $8.7M | 15 | 0 |
| Mar 2023 | $627.1M | $618.4M | $8.7M | 15 | 0 |
| Mar 2022 | $845.3M | $836.5M | $8.8M | 15 | 0 |
| Dec 2021 | $799.4M | $786.4M | $13M | 14 | 0 |
| Mar 2021 | $799.4M | $786.4M | $13M | 14 | 0 |
| Jun 2020 | $723.7M | $712.8M | $10.9M | 18 | 0 |
| Mar 2020 | $723.7M | $712.8M | $10.9M | 18 | 0 |
| Dec 2019 | $631.7M | $622.3M | $9.5M | 18 | 0 |
| Mar 2019 | $631.7M | $622.3M | $9.5M | 18 | 0 |
| Mar 2018 | $774.4M | $764.7M | $9.7M | 19 | 0 |
| May 2017 | $616.6M | $606.3M | $10.3M | 19 | 200 |
| Mar 2017 | $616.6M | $606.3M | $10.3M | 19 | 200 |
| Mar 2016 | $679.4M | $677.4M | $2.1M | 20 | 200 |
| May 2015 | $683.6M | $683.1M | $579.9K | 20 | 200 |
| May 2015 | $683.6M | $683.1M | $579.9K | 20 | 200 |
| Apr 2015 | $683.6M | $683.1M | $579.9K | 20 | 200 |
| Mar 2015 | $683.6M | $683.1M | $579.9K | 20 | 200 |
| May 2014 | $740.3M | $740.3M | $0 | 20 | 200 |
| Mar 2014 | $740.3M | $740.3M | $0 | 20 | 200 |
| Dec 2013 | $611.7M | $611.7M | $0 | 29 | 200 |
| Oct 2013 | $611.7M | $611.7M | $0 | 29 | 200 |
| Mar 2013 | $611.7M | $611.7M | $0 | 29 | 200 |
| Nov 2012 | $687.1M | $687.1M | $0 | 29 | 200 |
| Mar 2012 | $1.1B | $1.1B | $0 | 11 | 200 |
| Nov 2011 | $1.5B | $1.5B | $0 | -- | -- |
| May 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Mar 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Mar 2010 | $1.9B | $1.9B | $0 | -- | -- |
| Oct 2007 | $3.2B | $3.1B | $153.9M | 51 | -- |
| Mar 2007 | $3.2B | $3.1B | $153.9M | 51 | -- |
| Nov 2006 | $4.3B | $4.1B | $167M | 51 | -- |
| Nov 2005 | $5.8B | $5.6B | $192M | 51 | -- |
| Nov 2005 | $5.8B | $5.6B | $192M | 51 | -- |
| Sep 2005 | $5.8B | $5.6B | $192M | 51 | -- |
| Mar 2004 | $5.9B | $5.7B | $181.8M | 51 | -- |
| Mar 2002 | $6.7B | $6.6B | $122.5M | 51 | -- |
| Aug 2001 | $10.6B | $10.4B | $200M | 51 | -- |
DateAug 2025
Total AUM$610.2M
Discretionary$610.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$610.2M
Discretionary$610.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$627.1M
Discretionary$610.2M
Non-Disc.$16.9M
Employees12
Clients0
DateMar 2024
Total AUM$627.1M
Discretionary$610.2M
Non-Disc.$16.9M
Employees12
Clients0
DateDec 2023
Total AUM$627.1M
Discretionary$618.4M
Non-Disc.$8.7M
Employees15
Clients0
DateMar 2023
Total AUM$627.1M
Discretionary$618.4M
Non-Disc.$8.7M
Employees15
Clients0
DateMar 2022
Total AUM$845.3M
Discretionary$836.5M
Non-Disc.$8.8M
Employees15
Clients0
DateDec 2021
Total AUM$799.4M
Discretionary$786.4M
Non-Disc.$13M
Employees14
Clients0
DateMar 2021
Total AUM$799.4M
Discretionary$786.4M
Non-Disc.$13M
Employees14
Clients0
DateJun 2020
Total AUM$723.7M
Discretionary$712.8M
Non-Disc.$10.9M
Employees18
Clients0
DateMar 2020
Total AUM$723.7M
Discretionary$712.8M
Non-Disc.$10.9M
Employees18
Clients0
DateDec 2019
Total AUM$631.7M
Discretionary$622.3M
Non-Disc.$9.5M
Employees18
Clients0
DateMar 2019
Total AUM$631.7M
Discretionary$622.3M
Non-Disc.$9.5M
Employees18
Clients0
DateMar 2018
Total AUM$774.4M
Discretionary$764.7M
Non-Disc.$9.7M
Employees19
Clients0
DateMay 2017
Total AUM$616.6M
Discretionary$606.3M
Non-Disc.$10.3M
Employees19
Clients200
DateMar 2017
Total AUM$616.6M
Discretionary$606.3M
Non-Disc.$10.3M
Employees19
Clients200
DateMar 2016
Total AUM$679.4M
Discretionary$677.4M
Non-Disc.$2.1M
Employees20
Clients200
DateMay 2015
Total AUM$683.6M
Discretionary$683.1M
Non-Disc.$579.9K
Employees20
Clients200
DateMay 2015
Total AUM$683.6M
Discretionary$683.1M
Non-Disc.$579.9K
Employees20
Clients200
DateApr 2015
Total AUM$683.6M
Discretionary$683.1M
Non-Disc.$579.9K
Employees20
Clients200
DateMar 2015
Total AUM$683.6M
Discretionary$683.1M
Non-Disc.$579.9K
Employees20
Clients200
DateMay 2014
Total AUM$740.3M
Discretionary$740.3M
Non-Disc.$0
Employees20
Clients200
DateMar 2014
Total AUM$740.3M
Discretionary$740.3M
Non-Disc.$0
Employees20
Clients200
DateDec 2013
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees29
Clients200
DateOct 2013
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees29
Clients200
DateMar 2013
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees29
Clients200
DateNov 2012
Total AUM$687.1M
Discretionary$687.1M
Non-Disc.$0
Employees29
Clients200
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients200
DateNov 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$153.9M
Employees51
Clients--
DateMar 2007
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$153.9M
Employees51
Clients--
DateNov 2006
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$167M
Employees51
Clients--
DateNov 2005
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$192M
Employees51
Clients--
DateNov 2005
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$192M
Employees51
Clients--
DateSep 2005
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$192M
Employees51
Clients--
DateMar 2004
Total AUM$5.9B
Discretionary$5.7B
Non-Disc.$181.8M
Employees51
Clients--
DateMar 2002
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$122.5M
Employees51
Clients--
DateAug 2001
Total AUM$10.6B
Discretionary$10.4B
Non-Disc.$200M
Employees51
Clients--