EASTERLY INVESTMENT PARTNERS LLC

CRD 299607 · SEC 801-114563

Visit website

138 CONANT STREET, SUITE 100, BEVERLY, MA, 01915, United States

Phone

617-231-4300

Fax

724-934-5855

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.83B

Discretionary AUM

$2.16B

Team

27 total employees; 27 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	117	$145.0M
High net worth individuals	47	$2.4M
Investment companies	7	$1.39B
Pooled investment vehicles	2	$119.6M
Pension/profit sharing plans	1	$395.4M
Corporations/business entities	23	$109.3M

States served

AL, CA, DE, GA, IL, MD, MA, NJ, NY, NC, OH, PA, SC, VA, TX, CT, FL

All web addresses on file

https://www.linkedin.com/company/easterly-investment-partners/
https://www.easterlyam.com/

Official SEC filing: View on IAPD