SEC-Registered Investment Adviser
Easterly Investment Partners LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 17, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 28, 2019
- Principal office
- 138 Conant Street, Suite 100, Beverly, MA 01915
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 2
Scale
- Regulatory AUM
- $2.8B
- Discretionary / non-discretionary
- $2.2B / $669.9M
- Attributable to non-US clients
- $94.9M
- Accounts
- 211
- Clients
- 0
- Employees
- 27, 27 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $67.8M
- Fund types
- 1 hedge funds, 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $181.8M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (117); high net worth individuals (47); investment companies (7); pooled investment vehicles (2); pension and profit sharing plans (1); corporations or other businesses (23); other (14)
- Related persons include
- a broker-dealer and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- civil proceeding pending (Item 11H(2))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.