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EAST COAST ASSET MANAGEMENT, LLC
CRD 147910 · SEC 801-69456
16 MARTIN STREET, ESSEX, MA, 01929, United States
Phone
978-801-0860
Fax
978-801-3111
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.01B
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $25.6M |
| High net worth individuals | 131 | $362.5M |
| Pooled investment vehicles | 1 | $121.7M |
States served
VT, CA, CO, DE, ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD