Easterly Investment Partners LLC

RIASEC RegisteredEst. 2019

Total AUM

$2.8B

Discretionary

$2.2B

76% of AUM

Avg account

$13.4M

Accounts

211

Employees

27

Advisory reps

12

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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
Cash & Cash Equivalents15%
US Government Bonds10%
Investment Grade Corp Bonds2%
State & Local Bonds1%

Owners & executives

3 of 5

John Murphy
Chief Investment OfficerCRD 2161919
Michael Montague
Chief Operating OfficerCRD 5121305
Kenneth Juster
General Counsel and Chief Compliance OfficerCRD 4788250

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Contacts

3 of 7

Jose Cervantes
Senior Vice PresidentCRD 4122167
Joshua Schachter
Senior Portfolio ManagerCRD 4252292
Philip Greenblatt
Portfolio ManagerCRD 7085608

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 23

Active vs passive

$649M in ETFs

Passive

100%

$649M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$592M	792,594	91.22%

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Primary office

Beverly, MA

Essex

Location

Beverly, MA

Headquartered in Beverly, 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: 138 Conant St
Time zone: ET (UTC-5)
Office locations

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