Data / Investment advisers / Massachusetts / Easterly Investment Partners LLC
Easterly Investment Partners LLC, Beverly, MA: $2.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Easterly Investment Partners LLC is an SEC registered investment adviser with its main office in Beverly, Massachusetts and reports $2.8 billion in regulatory assets under management in its Form ADV filed April 17, 2026. Its clients include investment companies, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Easterly Investment Partners LLC (CRD number 299607): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299607
- SEC file number
- 801-114563
- SEC status
- Approved, effective January 28, 2019
- Main office
- 138 Conant Street Suite 100, Beverly, MA 01915
- Phone
- (617) 231-4300
- Regulatory AUM
- $2,831,038,078 in the Form ADV filed April 17, 2026
- Discretionary AUM
- $2,161,168,297
- Non discretionary AUM
- $669,869,781
- Accounts
- 211
- Employees
- 27, of which 27 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 1 hedge fund, 1 private equity fund
- Gross assets of private funds
- $67,762,226
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- April 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $1.39 billion |
| Pension and profit sharing plans | 1 | $395.4 million |
| Individuals (other than high net worth individuals) | 117 | $145 million |
| Pooled investment vehicles | 2 | $119.6 million |
| Corporations or other businesses | 23 | $109.3 million |
| High net worth individuals | 47 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $2.83 billion | April 17, 2026 |
| December 1, 2025 | $3.05 billion | March 31, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Cent Clo Advisers, LLC | Boston | $3.00 billion | 10 | adviserinfo.sec.gov |
| Nutter Investment Advisors | Boston | $2.96 billion | Not listed | adviserinfo.sec.gov |
| Birch Hill Investment Advisors LLC | Boston | $2.95 billion | Not listed | adviserinfo.sec.gov |
| Leeward Investments | Boston | $2.87 billion | Not listed | adviserinfo.sec.gov |
| Strategic Capital Allocation Group, L.L.C. | Boston | $2.84 billion | Not listed | adviserinfo.sec.gov |
| Marcus Partners, LLC | Boston | $2.68 billion | 4 | adviserinfo.sec.gov |
| Windrose Advisors LLC | Waltham | $2.67 billion | 66 | adviserinfo.sec.gov |
| The Patriot Financial Group, LLC | Walpole | $2.64 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Easterly Investment Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.