# First Needham Investments, Inc.

> First Needham Investments, Inc. is a state-registered investment advisory firm, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated August 1, 2023.

- CRD: 129192
- Filed as: FIRST NEEDHAM INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: August 1, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129192
- AdvisorCensus page: https://advisorcensus.com/firm/first-needham-investments-inc-129192

## Quick answers

**How is First Needham Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), First Needham Investments, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is First Needham Investments, Inc. registered with the SEC or a state?**
First Needham Investments, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129192.

**Does First Needham Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129192

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Needham Investments, Inc. (CRD 129192): Form ADV filing data as of October 2026.