Easterly Investment Partners LLC

Registered investment adviser · Beverly, MA · CRD #299607

Form ADV data as of 2026-09-01

Regulatory assets

$2.83 billion

Total accounts

211

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/easterly-investment-partners/
Telephone: 617-231-4300
SEC file number: 801-114563
Most recent Form ADV filing: 2026-04-17
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Currently subject to a civil proceeding that could result in a disclosure under 11.H.(1)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.16 billion
Non-discretionary regulatory assets under management	$669.9 million
Total regulatory assets under management	$2.83 billion
Discretionary accounts	197
Non-discretionary accounts	14
Total accounts	211
Regulatory assets under management attributable to non-U.S. persons	$94.9 million

People

Total employees (excluding clerical)	27
Employees performing investment advisory functions (including research)	27
Employees who are registered representatives of a broker-dealer	6
Employees registered as investment adviser representatives with a state	3
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$67.9 million
Clients for whom a related person has custody	1
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities for which it serves as underwriter or general partner
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	117	$145.0 million
High net worth individuals	47	$2.4 million
Investment companies	7	$1.39 billion
Pooled investment vehicles (other than investment companies and BDCs)	2	$119.6 million
Pension and profit sharing plans (not the participants or government plans)	1	$395.4 million
Corporations or other businesses not listed above	23	$109.3 million
Other	14	$669.9 million