EAST COAST ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ESSEX, Massachusetts
- CRD number
- 147910
- Registered since
- August 5, 2008
- Website
- www.eastcoastasset.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other48.03%
- HNWI36.03%
- Pooled Investment Vehicles12.09%
- Individuals2.55%
- Charitable Organizations1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
East Coast Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2008. The firm is structured as an owner-operated hedge fund with a client base that includes high-net-worth individuals, families and institutional investors. Its advisory services cover portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm sponsors and serves as GP/managing member of pooled vehicles it advises. Compensation typically combines a percentage-of-assets fee with performance-based fees. East Coast does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents22%
- Public Funds/Mutual Funds3%
- State & Local Bonds1%
Owners & executives
1 of 1CHRISTOPHER BEGG
Chief Investment Officer & Co-FounderCRD 4688183
Contacts
3 of 4James Crockett
AnalystCRD 6900102
MICHAEL CONNOLLY
Senior Managing DirectorCRD 6372128
BENJAMIN FAVAZZA
PrincipalCRD 2172908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$9.2M in ETFs
97%
$9M
0%
$259K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.3M | 5,041 | 35.46% |
Location
ESSEX, MA
ESSEX
Location
ESSEX, MA
Headquartered in ESSEX, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 16 Martin St
- Time zone
- ET (UTC-5)
- Office locations
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