Eastward Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$96M
Discretionary
$20.6M
22% of AUM
Avg account
$12M
Accounts
8
Employees
12
Advisory reps
2

Firm details

Headquarters
West Newton, Massachusetts
CRD number
161422
Registered since
March 19, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eastward Capital Partners, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2012. The firm serves institutional clients and focuses on managing pooled investment vehicles; it acts as a sponsor/GP and managing member of those vehicles. Its fee arrangements include performance-based fees in addition to other fee structures. Eastward is not identified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Dale

    Michael Dale

    Partner and Chief Financial OfficerCRD 6026107

Contacts

1 of 1
  • Dennis Cameron

    Dennis Cameron

    Founding PartnerCRD 1189065

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

West Newton, MA

Middlesex

Location

West Newton, MA

Headquartered in West Newton, 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
Middlesex
Address
432 Cherry St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth