Overview
Assets Under Management: $616 million
Headquarters: ESSEX, MA
High-Net-Worth Clients: 120
Average Client Assets: $3 million
Frequently Asked Questions
EAST COAST ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147910), EAST COAST ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EAST COAST ASSET MANAGEMENT, LLC is headquartered in ESSEX, MA.
EAST COAST ASSET MANAGEMENT, LLC serves 120 high-net-worth clients according to their SEC filing dated April 15, 2024. View client details ↓
According to their SEC Form ADV, EAST COAST ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
EAST COAST ASSET MANAGEMENT, LLC manages $616 million in client assets according to their SEC filing dated April 15, 2024.
According to their SEC Form ADV, EAST COAST ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 342
Discretionary Accounts: 342
Regulatory Filings
CRD Number: 147910
Last Filing Date: 2024-04-15 00:00:00
Website: https://eastcoastasset.com