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 an SEC-registered investment adviser (registered in 2008) organized as an individual-owned limited liability company that operates with a hedge fund orientation. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management for individuals and small businesses, for pooled investment vehicles, and for businesses or institutions. Its compensation model combines asset-based fees with performance-based fees, consistent with its hedge-fund activities. The firm does not position itself as an active ESG investor and is not multi-state registered as an adviser; it also identifies as sponsor, general partner and managing member of pooled investment vehicles it manages.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Christopher Begg
Chief Investment Officer & Co-FounderCRD 4688183
Contacts
3 of 4
James Crockett
Research AnalystCRD 6900102
Michael Connolly
Senior Managing DirectorCRD 6372128
Benjamin Favazza
PrincipalCRD 2172908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$10.4M in ETFs
98%
$10.2M
0%
$261K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.6M | 4,793 | 34.32% |
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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