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 · 12 people tracked

Also known as NEEDHAM INVESTMENT MANAGEMENT, LLC

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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 Aug 18, 2026.

Stage

Growth

New York, US

Leads rounds

Follows

Instruments

Equity

Founded

1992

AUM

$1.8B

Tracked investments

Team · 12 people

from the firm's website

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.)

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

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

c•••@needhamco.comreveal

Darrin Lilly· Associate

Dean Hlushko· Sales Manager (Western U.S.)

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

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

What they invest in

from 1 of 2 portfolio companies

Enterprise Software ×1Fintech ×1

HQs:United States×1

Investments · 2 tracked

founders shown can be your intro path

Needhamconeedhamco.com in

This is a page describing the investment banking services of a financial services firm, offering transaction advisory and client support throughout deal life cycles.

Enterprise SoftwareFintechNew York, US

Ygsgroupygsgroup.com

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.

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