EASTERLY INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 2019

Total AUM

$2.8B

Discretionary

$2.2B

76% of AUM

Avg account

$13.4M

Accounts

211

Employees

27

Advisory reps

13

Firm details

Headquarters: BEVERLY, Massachusetts
CRD number: 299607
Registered since: January 28, 2019
Website: www.easterlyam.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies49.08%
Other23.66%
Pension & Profit Sharing Plans13.97%
Individuals5.12%
Pooled Investment Vehicles4.23%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Easterly Investment Partners LLC is an SEC-registered investment advisor (since 2019) organized as an LLC and organized around hedge-fund strategies and active portfolio management. The firm manages discretionary and non-discretionary mandates for both individual/family clients and institutional investors. Its advisory work spans direct portfolio management for individuals and businesses, management of pooled investment vehicles, and oversight of investment companies. Fees include a mix of percentage-of-AUM charges, fixed fees, and performance-based fees. Easterly also participates on the sponsor/GP side of pooled vehicles and lists broker-dealer and managing-member roles among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
Cash & Cash Equivalents15%
US Government Bonds10%
Investment Grade Corp Bonds2%
State & Local Bonds1%

Owners & executives

3 of 5

JOHN MURPHY
Chief Investment OfficerCRD 2161919
MICHAEL MONTAGUE
Chief Operating OfficerCRD 5121305
DEBRA TOBIN
Chief Compliance OfficerCRD 5125141

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Contacts

3 of 8

BURNS LOWRY
Senior Vice PresidentCRD 2171763
KEVIN HECKMAN
Senior Vice PresidentCRD 5587154
JOSE CERVANTES
Senior Vice PresidentCRD 4122167

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 21

Active vs passive

$509M in ETFs

Passive

100%

$509M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$444M	702,594	87.23%

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Primary office

BEVERLY, MA

ESSEX

Location

BEVERLY, MA

Headquartered in BEVERLY, 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: 138 Conant St
Time zone: ET (UTC-5)
Office locations

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