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EASTERLY INVESTMENT PARTNERS LLC
CRD 299607File 801-114563
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.83B
Top 25% of cohort (national)
Discretionary AUM
$2.16B
Non-discretionary $669.9M
Clients
197
211 accounts
Employees
27
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 28, 2019
- Principal office
- 138 CONANT STREET, SUITE 100, BEVERLY, MA, 01915
- Phone
- 617-231-4300
- Website
- https://www.easterlyam.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.83B
- Discretionary AUM
- $2.16B
- Non-discretionary AUM
- $669.9M
- Discretionary accounts
- 197
- Non-discretionary accounts
- 14
- Total accounts
- 211
- AUM per client
- $14.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $109.3M |
| Investment companies | 7 | $1.39B |
| High net worth individuals | 47 | $2.4M |
| Pooled investment vehicles | 2 | $119.6M |
| Pension and profit sharing plans | 1 | $395.4M |
| Individuals (other than high net worth individuals) | 117 | $145.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 211 | 197 | decreased by14 |
| May 1, 2026 | Employees | 36 | 27 | decreased by9 |
| May 1, 2026 | Disclosures | No | Yes | |
| May 1, 2026 | Clients | 274 | 211 | decreased by63 |
| May 1, 2026 | AUM | $3,054,234,330 | $2,831,038,078 | decreased by$223,196,252 |
| May 1, 2026 | Accounts | 274 | 211 | decreased by63 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 36 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 390 | 274 | decreased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,718,476,429 | $3,054,234,330 | increased by$335,757,901 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 390 | 274 | decreased by116 |
| Apr 1, 2022 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2022 | Clients | 399 | 390 | decreased by9 |
| Apr 1, 2022 | AUM | $3,062,569,763 | $2,718,476,429 | decreased by$344,093,334 |
| Apr 1, 2022 | Accounts | 402 | 390 | decreased by12 |
| Sep 1, 2021 | Employees | 13 | 22 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EASTERLY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EASTERLY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.