Easterly Investment Partners LLC

RIASEC Registered

Total AUM

$2.8B

Discretionary

$2.2B

76% of AUM

Avg account

$13.4M

Accounts

211

Employees

Advisory reps

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 adviser organized as an LLC and classified as a hedge fund manager. Registered in 2019, the firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses, pooled vehicles, investment companies, and other institutions. Its compensation arrangements include percentage‑of‑AUM fees, fixed fees and performance‑based fees. The firm is not identified as an active ESG investor. In its capacity as an investment sponsor it also performs GP and managing‑member roles for pooled vehicles and has broker‑dealer/sponsor affiliations.