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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 211 | 197 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.