Overview
Assets Under Management: $2.8 billion
Headquarters: BEVERLY, MA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
EASTERLY INVESTMENT PARTNERS 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 #299607), EASTERLY INVESTMENT PARTNERS LLC is subject to fiduciary duty under federal law.
EASTERLY INVESTMENT PARTNERS LLC is headquartered in BEVERLY, MA.
EASTERLY INVESTMENT PARTNERS LLC serves 66 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, EASTERLY INVESTMENT PARTNERS LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
EASTERLY INVESTMENT PARTNERS LLC manages $2.8 billion in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, EASTERLY INVESTMENT PARTNERS LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 323
Discretionary Accounts: 304
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 299607
Last Filing Date: 2025-01-03 00:00:00
Website: https://easterlyam.com