EASTWARD CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- WEST NEWTON, Massachusetts
- CRD number
- 161422
- Registered since
- March 19, 2012
- Website
- eastwardcp.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Eastward Capital Partners, LLC is a privately held investment advisor organized as an LLC and registered with the SEC since 2012. The firm primarily serves institutional clients and focuses on managing pooled investment vehicles where it often acts as sponsor, general partner and managing member. Its advisory mandate centers on alternative-asset strategies rather than traditional long-only public equity management. The firm charges performance-based fees in addition to other fee arrangements, consistent with a manager that runs funds and incentive-fee structures. A notable feature of the business is the split between discretionary and non-discretionary assets: a relatively modest amount of assets is held under full discretionary authority while a larger portion sits in non-discretionary arrangements, reflecting its role as adviser to pooled vehicles and sponsor of externally held funds. Eastward Capital is not classified as an ESG-focused manager and does not operate as a multi-state adviser on a broad retail platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MICHAEL DALE
Partner and Chief Financial OfficerCRD 6026107
Contacts
1 of 1DENNIS CAMERON
Founding PartnerCRD 1189065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST NEWTON, MA
MIDDLESEX
Location
WEST NEWTON, MA
Headquartered in WEST NEWTON, 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
- MIDDLESEX
- Address
- 432 Cherry St
- Time zone
- ET (UTC-5)
- Office locations
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