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Needham Funds

Institutional investor

New York · Growth · 13 people tracked

Also known as NEEDHAM INVESTMENT MANAGEMENT, LLC

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Investment thesis

Needham Asset Management focuses on growth equities across varying market capitalizations, aiming to build long-term wealth through tax-efficient capital appreciation while limiting downside participation. The firm follows a disciplined, data-driven, fundamental research approach, seeking growth at a reasonable price and above-market returns. Its strategies span public equity mutual funds (Needham Growth Fund, Needham Aggressive Growth Fund, and Needham Small Cap Growth Fund), hedge funds, and private equity funds, with an emphasis on small and mid-cap opportunities. The firm emphasizes a tradition of integrity and service.

Invests inSector AgnosticNew YorkUnited States

Source: firm website, verified Oct 27, 2026.

Stage
Growth
HQ
New York, US
Leads rounds
Follows
Instruments
Equity
Founded
1992
AUM
$1.8B
Tracked investments
3
IPOs
1

Team · 13 people

from the firm's website & curated
George A. Needham· Chairman of the Board, The Needham Group, Inc.
Russell Bailey· Managing Director, Trader
Kathleen Mumma· Principal, Client Relations
Bill DeJianne· Sales Manager (Eastern U.S.)in

Bill DeJianne joined Needham Funds in 2021 to lead sales and distribution across the eastern U.S. He has spent 30 years in financial services, holding sales and marketing roles at firms including Oppenheimer Funds, Evergreen Investments, First American Funds, and TIAA/Nuveen, and holds a marketing degree and MBA in finance from Rutgers.

Chris Retzler· Managing Director, EVP, Portfolio Managerin

Portfolio manager at Needham Funds who authors market insights and commentary.

Darrin Lilly· Associate
Dean Hlushko· Sales Manager (Western U.S.)in

Dean Hlushko joined Needham Funds in 2021 to lead sales and distribution across the western U.S. He has over 25 years in financial services, starting as a financial advisor at American Express before holding wholesaling and sales leadership roles at First American Funds and Nuveen. He holds a B.S. from the University of Minnesota.

Graham Gozigian· Senior Associate

Graham Gozigian joined Needham Asset Management in 2022 as an Associate working on institutional and advisory distribution of the firm's mutual funds, later expanding into research and analysis of portfolio companies. He previously spent two years in business development at PitchBook Data and holds a BA in Political Science from Trinity College.

James Abbruzzese· Managing Director, Chief Compliance Officerin
Jim Giangrasso· Managing Director, Chief Financial Officer
John Barr· Portfolio Manager, Needham Aggressive Growth Fund (NEAGX)in

Manages the Needham Aggressive Growth Fund with a strategy of identifying 'hidden compounders' among small-cap stocks before they are widely discovered.

Morgan Hibbert· Associate
Inca Coman· Divisional Sales Managerin

Inca Coman is a Venture Partner at ARCH Venture Partners, where she works to form early-stage life science companies alongside scientists and entrepreneurs. She holds a PhD in neuroscience, and her areas of focus include precision medicine for women's biology, sleep, neuroscience, and emerging health technologies.

What they invest in

from 2 of 3 portfolio companies

Enterprise Software ×1Fintech ×1HR Tech ×1SaaS ×1

HQs:United States×2

Investments · 3 tracked

founders shown can be your intro path
Asure Softwareasuresoftware.comin𝕏NASDAQ: ASUR

Asure provides cloud-based human capital management software and services that help businesses manage payroll, HR, and compliance.

Enterprise SoftwareHR TechSaaSAustin, US

John Pence(Executive Officer)inEyal Goldstein(Executive Officer)inPat Goepel(Chairman & CEO)in

BoardBradford Oberwager(Director)inGrace Lee(Director)inDaniel Gill(Director)

Co-investorsSQN Venture Partners, LLCStructural Capital

Needhamconeedhamco.comin

Needham & Company is a financial services firm focused on growth companies and their investors, emphasizing long-term client relationships and value creation.

FintechNew York, US

Jack Iacovonein

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Ygsgroup

Exits · 1

1 IPOs

Asure SoftwareNASDAQ: ASUR

Portfolio news

latest coverage across their companies

Public market activity · per SEC filings

what is this? ⓘ

5 insider ownership filings (Forms 3/4/5)

From the firm's own SEC EDGAR filings — stakes and insider roles in public companies, typically portfolio companies after an IPO. Not a portfolio list published by the firm.

Frequently asked questions

What stage does Needham Funds invest at?
Needham Funds invests at the Growth stage.
What sectors does Needham Funds focus on?
Needham Funds focuses on Sector Agnostic.
Where is Needham Funds located?
Needham Funds is headquartered in New York, US.
Does Needham Funds lead rounds?
Needham Funds typically participates in rounds rather than leading them.

Images

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