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.

Needham Funds

Crossover fund

New York · Growth · 13 people tracked

Also known as NEEDHAM INVESTMENT MANAGEMENT, LLC

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820 people in our graph share verified history with the Needham Funds team — schools, employers, funds. One of them is your warm intro.

Ren Rileyunlockedknows John Barr · together at Robertson Stephens (overlapped)

knows the team · via Vilya

×2knows the team · via Flagship Pioneering

×3knows the team · via Colgate University

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knows the team · via Bucknell University

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Investment thesis

Needham Funds invests primarily in domestic public growth equities, targeting reasonably priced growth stocks to achieve tax-efficient, long-term capital appreciation. Its strategies include investing in public companies with long-term prospects the market misunderstands—firms transitioning to or perceived as 'Quality Compounders'—as well as discovering 'Hidden Compounders' in emerging areas and pursuing long-term appreciation through undervalued small and micro-cap growth companies. The firm emphasizes long-term investing and client relationships as central to its approach.

Invests inSector AgnosticNew York United States

Source: firm website, verified Sep 1, 2026.

Stage

Growth

New York, US

Leads rounds

Follows

Instruments

Equity

Founded

1992

AUM

$1.8B

Tracked investments

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

r•••@needhamco.comreveal

Kathleen Mumma· Principal, Client Relations

k•••@needhamco.comreveal

Bill DeJianne· Sales Manager (Eastern U.S.)· Edison, New Jersey, United Statesin

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.

w•••@needhamco.comreveal

Chris Retzler· Managing Director, EVP, Portfolio Manager· New York, New York, United Statesin

Portfolio manager at Needham Funds who authors an insights commentary series.

c•••@needhamco.comreveal

Darrin Lilly· Associate

Dean Hlushko· Sales Manager (Western U.S.)· Maple Grove, Minnesota, United Statesin

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.

d•••@needhamco.comreveal

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.

g•••@needhamco.comreveal

James Abbruzzese· Managing Director, Chief Compliance Officer· New York, New York, United Statesin

James Abbruzzese is Co-Founder and Group CEO of Helicap, a Singapore-licensed fintech private investments firm focused on Emerging Asia. He previously spent nearly a decade at Morgan Stanley and Nomura, and founded the technology investment firm 33 Capital. Helicap is backed by venture capital firms and financial institutions.

j•••@needhamco.comreveal

Jim Giangrasso· Managing Director, Chief Financial Officer

John Barr· Managing Director, EVP, Portfolio Manager· New York, New York, United Statesin

Portfolio manager at Needham Funds who authors 'The Growth Factor' commentary series.

j•••@needhamco.comreveal

Morgan Hibbert· Associate

m•••@needhamco.comreveal

Inca Coman· Divisional Sales Manager· United Statesin

Inca Coman serves as Divisional Sales Manager at Needham Funds and has a background in the financial services industry, with experience in sales, separately managed accounts, sales operations, securities, and sales management. Coman holds an MBA in Finance from the Rutgers Graduate School of Management.

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.com in 𝕏NASDAQ: 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)Grace Lee(Director)Daniel Gill(Director)

Co-investorsSQN Venture Partners, LLC Structural Capital

Needhamconeedhamco.com in

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

Ygsgroupygsgroup.com

Exits · 1

IPOs and acquisitions across the tracked portfolio

Asure SoftwareNASDAQ: ASUR

Portfolio news

latest coverage across their companies

S Squared Technology LLC Invests $3.17 Billion in Asure Software Inc $ASUR - Markets Daily

Asure Software · themarketsdaily.com · Aug 25, 2026

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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