ESSEX INVESTMENT Overview
Essex Investment Management is an investment advisor that manages 683.6 MM dollars in regulatory AUM and has 20 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 820MM in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 820MM in positions, representing 120% of the manager's regulatory AUM.
ESSEX INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ESSEX INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 2.15% | Cons. Disc. | 12.7% | 0.23% | 0 | 0% | ||
| AAPL | 1.97% | Tech | 6.98% | -0.01% | 0 | 0% | ||
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FEATURED IN
ESSEX INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph C. Mcnay | Managing Member & Chairman | October-2012 |
| Stephen D. Cutler | President | March-1998 |
| Michael S. Mccarthy | Cco & Chief Operating Officer | October-2012 |
| Nancy B. Prial | Non-Managing Member & Co-Ceo | March-2015 |
| Robert J. Uek | Co-Ceo | March-2015 |
| Saralyn Sacks | Non-Managing Member | March-2015 |
ESSEX INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
ESSEX INVESTMENT Investment Strategy
Item 8.
Although Essex carefully considers the investment objectives of each client, it does not conduct a review of their entire financial affairs. On this basis, the investment advisory service is restricted to the securities portfolio under management by Essex. As an asset manager for our clients, Essex recognizes that all of our clients are unique and that, therefore, their investment needs may be different. As such, we may modify our primary investment strategies, as necessary, to meet the goals that our clients specify, in an effort to accommodate the particular investment objectives and accompanying restrictions requested by our clients. At the commencement of the client relationship, each of our clients executes an investment
management agreement, which sets forth their investment objectives, investment strategy and
any investment restrictions that will be applicable to our management of the assets in the client’s ac...
Unlock Full Investment Process Description
Although Essex carefully considers the investment objectives of each client, it does not conduct a review of their entire financial affairs. On this basis, the investment advisory service is restricted to the securities portfolio under management by Essex. As an asset manager for our clients, Essex recognizes that all of our clients are unique and that, therefore, their investment needs may be different. As such, we may modify our primary investment strategies, as necessary, to meet the goals that our clients specify, in an effort to accommodate the particular investment objectives and accompanying restrictions requested by our clients. At the commencement of the client relationship, each of our clients executes an investment
management agreement, which sets forth their investment objectives, investment strategy and
any investment restrictions that will be applicable to our management of the assets in the client’s ac...
Unlock Full Investment Process Description
ESSEX INVESTMENT Portfolio Concentration
ESSEX INVESTMENT Location
125 HIGH STREET
SUITE 1803
BOSTON, Massachusetts
UNITED STATES, 02110
SUITE 1803
BOSTON, Massachusetts
UNITED STATES, 02110
ESSEX INVESTMENT Contact Information
Phone Number: 617-342-3200
Fax Number: 617-342-3280
Website: http://www.essexinvest.com
Fax Number: 617-342-3280
Website: http://www.essexinvest.com
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