Asset manager · Beverly, MA
Easterly Investment Partners LLC
SEC-registered investment adviser · CRD 299607 · SEC 801-114563
At a glance
Easterly Investment Partners LLC is an SEC-registered investment adviser based in Beverly, Massachusetts, with $2.8 billion in regulatory assets under management as of its Form ADV filed April 17, 2026. Its largest client group by assets is investment companies, and it reports 164 individual clients. By Form ADV it is a asset manager, ranked 908th of 3,218 asset managers and 2,934th of 17,210 SEC-registered advisers by assets.
Main office 617-231-4300easterlyam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among asset managers
- #908 of 3,218
- Rank among all SEC RIAs
- #2,934 of 17,210
- Rank in Massachusetts
- #191 of 627
- Individual clients
- 164
- High-net-worth clients
- 47
- Accounts
- 211
- Discretionary
- 76% of AUM
- Employees
- 27
- Advisory staff
- 27
- Offices
- 3
Owners and executives on its Form ADV
- Darrell W. CrateChairman
- Kenneth G JusterGeneral Counsel
- Amaris MillerChief Operating Officer
- Michael MontagueChief Financial Officer
- Debra L TobinChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Easterly Investment Partners LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Easterly Securities LLC.
- Easterly Securities LLC ↗CRD 281103
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed April 2026) names Easterly Securities as the broker-dealer its advisers are registered with.
OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS Broker-Dealer Affiliation Easterly Securities LLC (“Easterly Securities”) is a SEC and Financial Industry Regulatory Authority (“FINRA”) registered broker-dealer, and certain Easterly pe
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 7 | $1.4B | 49% |
| Other | 14 | $670M | 24% |
| Pension and profit sharing plans | 1 | $395M | 14% |
| Individuals | 117 | $145M | 5% |
| Pooled investment vehicles | 2 | $120M | 4% |
| Corporations or other businesses | 23 | $109M | 4% |
| High-net-worth individuals | 47 | $2M | <1% |
Private funds
Easterly Investment Partners LLC reports 2 private funds with $68M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Easterly Investment Partners LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗easterlyam.com ↗
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The full record on Easterly Investment Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 833 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Easterly Investment Partners LLC manage?
Easterly Investment Partners LLC reports $2.8 billion in regulatory assets under management across 211 accounts, 76% of it on a discretionary basis, on its Form ADV filed April 17, 2026.
What kind of firm is Easterly Investment Partners LLC?
Easterly Investment Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Easterly Investment Partners LLC’s clients?
By assets, its largest client types are investment companies ($1.4 billion, 7 clients); other ($670 million, 14 clients); pension and profit sharing plans ($395 million, 1 clients).
Does Easterly Investment Partners LLC manage private funds?
Yes. It reports 2 private funds with $68 million in gross assets, including hedge funds, private equity funds.
Does Easterly Investment Partners LLC have any disciplinary history?
Easterly Investment Partners LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Easterly Investment Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →