EASTWARD CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$96M
Discretionary
$20.6M
22% of AUM
Avg account
$12M
Accounts
8
Employees
12
Advisory reps
2

Firm details

Headquarters
WEST NEWTON, Massachusetts
CRD number
161422
Registered since
March 19, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL DALE

    Partner and Chief Financial OfficerCRD 6026107

Contacts

1 of 1
  • DENNIS CAMERON

    Founding PartnerCRD 1189065

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth