Eastmont LLC

Overview

Eastmont LLC operates as a small, owner-managed limited liability company that combines insurance brokerage work with advisory services focused on pension consulting and the selection of other advisers. The firm identifies itself as a capital allocator, but its filing shows the actual portfolio activity is concentrated and largely advisory in nature: assets are held on a non-discretionary basis and invested primarily in public mutual funds and insurance products. Fee arrangements can include a percentage of AUM and other fee structures. Eastmont does not report ESG-driven investing activity and is not registered as a multi-state adviser. The firm's business model appears centered on advising and structuring retirement and insurance solutions rather than running a broad discretionary wealth-management operation. That emphasis is consistent with its stated advisory roles — helping clients with pension consulting and selecting external managers — rather than acting as a large direct allocator across many private or alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices