Chairman & Managing Member · Essex Investment Management Company, LLC
Joseph C. McNay
CRD 4042143 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Essex Investment Management Company, LLC, an SEC-registered asset manager based in Boston, MA with $713 million in regulatory assets, lists Joseph C. McNay on its Form ADV as Chairman & Managing Member, a control person. The SEC filings also name Joseph at 1 other registered adviser.
Firms and roles
- Essex Investment Management Company, LLCChairman & Managing MemberAsset manager · Boston, MA · $713M in regulatory assets
- Wealthramp, Inc.OwnerAsset manager · United States · $0M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Michael S. McCarthyCco/coo/managing Member, Essex Investment Management Company, LLC
- Nancy B. PrialCo-Ceo & Managing Member, Essex Investment Management Company, LLC
- Robert J. UekCo-Ceo & Managing Member, Essex Investment Management Company, LLC
- Saralyn N. SacksSenior Portfolio Manager & Non-Managing Member, Essex Investment Management Company, LLC
- Annemarie G. McMichaelResearch Analyst, Non-Managing Member, Essex Investment Management Company, LLC
3 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.