# NEEDELMAN ASSET MANAGEMENT INC

NEEDELMAN ASSET MANAGEMENT INC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110329
- Type: SEC-registered investment adviser
- SEC file number: 801-113454
- Location: 1301 DOVE STREET, SUITE 970, NEWPORT BEACH, CA, 92660-2453
- Phone: 949-717-3400
- Latest filing: 2019-08-09
- Regulatory AUM: $1.6M
- Discretionary AUM: $1.6M
- Clients: 3
- Accounts: 1

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| KELLY DAVID LEE | TRUSTEE | — |
| NEEDELMAN CHESTER JOSEPH | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| NEEDELMAN MITCHEL EVAN | DIRECT OWNER; PRESIDENT; TRUSTEE (+1 more) | — |
| WILLIS CARRI LUREA | DIRECT OWNER; PARTNER; TRUSTEE | — |
| NEEDELMAN DOROTHY ALICIA | DIRECT OWNER; SECRETARY; TRUSTEE | — |
| NGUYEN LUONG DUY | EXECUTIVE VICE PRESIDENT | — |
| WU DAVID W | ELECTED MANAGER; PRESIDENT | — |
| NAGLER GREGORY EDWARD | ELECTED MANAGER | — |
| YIP WING H | ELECTED MANAGER | — |
| VILLELLA CARRI LUREA | DIRECT OWNER | — |
| PALLEY ROGER BRUCE | PRESIDENT | — |
| WIATT CARRI LUREA | DIRECT OWNER | — |
| JUNG TONY KYUWHAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110329/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110329/similar
- Related entities: https://search.stillhousedata.com/firm/110329/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110329

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.