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 a limited liability company that operates as a hedge-fund-style registered investment adviser. The firm is SEC registered (2008) and charges standard asset-based fees alongside performance-based fees consistent with a hedge fund structure. Ownership is listed as individual, and the advisor serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory activity spans portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for corporate and institutional accounts. The firm also acts as a sponsor/GP/managing member for pooled investment vehicles it manages, indicating an active role in fund formation and governance.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents22%
- Public Funds/Mutual Funds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$12.7M in ETFs
95%
$12M
0%
$674K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.9M | 5,240 | 30.77% |
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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