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Technology Investment Management, LLC (Greenwich)


Technology Investment Management, LLC is a large advisory firm based in Greenwich. It manages $395 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.

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Technology Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Technology Investment Management: assets under management

The assets under management (AUM) of Technology Investment Management, LLC is $395 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $395 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $395 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Technology Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc Legg Mason Sole member 1 Oct 2001 75% - 100% 47-0210602

Based in Greenwich

The principal office where Technology Investment Management, LLC performs its advisory services is located at 8 Sound Shore Drive, Suite 255, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-983-5275 or by fax 203-983-5290. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.ticc.com.


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