Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds), Equity
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
United States
Industries Focus
- Technology
- Healthcare
- Industrials
Investment Size:
5,000,000 to 50,000,000 USD
Investor Details Founded: 1976
Essex Investment Management Company, LLC is a private investment firm specializing in growth equity investments for institutional and private clients. Founded in 1976, the firm is headquartered in Boston, Massachusetts, with an additional office in Evanston, Illinois. Essex offers a range of investment strategies, including Small Growth, Micro Growth, SMID Growth, and Global Environmental Opportunities, focusing on early identification of growth opportunities across various sectors.
The firm's investment approach combines fundamental research with active portfolio management, targeting small to mid-cap companies exhibiting improving earnings growth. Essex's team of research analysts provides continuous insights into market trends and challenges, supporting the development of investment strategies. The firm manages assets across multiple strategies, with a significant portion allocated to small and mid-cap growth equity portfolios.
Essex is majority-owned by Affiliated Managers Group, a global asset management company. The firm is registered with the U.S. Securities and Exchange Commission and complies with applicable state securities regulations. As of the latest available data, Essex has more than $2.5 billion in assets under management, reflecting its commitment to delivering value to its clients through consistent investment philosophy and strategic growth opportunities.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
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