Easterly Investment Partners LLC
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
FINTRXOverview
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
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 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
Debra Tobin
Chief Compliance OfficerCRD 5125141
Contacts
3 of 7
Kevin Heckman
Senior Vice PresidentCRD 5587154
Jose Cervantes
Senior Vice PresidentCRD 4122167
Darrell Crate
Founder, Managing PrincipalCRD 2664231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$649M in ETFs
100%
$649M
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% |
Location
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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