Easterly Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 2 private funds.
Easterly Investment Partners reports 211 clients. They include 117 individual clients, 47 high-net-worth individuals, and 23 corporations and other businesses. Of its assets, 76.3% ($2.16B across 197 accounts) are managed with discretion; $670M across 14 accounts are not. A wrap fee program the firm both sponsors and manages holds $64.1M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 5% |
| High-net-worth individuals | 22% | <1% |
| Investment companies | 3% | 49% |
| Pooled investment vehicles | <1% | 4% |
| Pension and profit-sharing plans | <1% | 14% |
| Other client typesCorporations and other businesses; Other | 18% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 117 | $145M | 5.1% | $1.24M |
| High-net-worth individuals | 47 | $2.36M | 0.1% | $50.2K |
| Investment companies | 7 | $1.39B | 49.1% | $198M |
| Pooled investment vehicles | 2 | $120M | 4.2% | $59.8M |
| Pension and profit-sharing plans | 1 | $395M | 14.0% | $395M |
| Corporations and other businesses | 23 | $109M | 3.9% | $4.75M |
| Other | 14 | $670M | 23.7% | $47.8M |
| Total | 211 | $2.83B | 100% | $13.4M |
- Clients
- 117
- Regulatory AUM
- $145M
- AUM share
- 5.1%
- Avg. per client
- $1.24M
- Clients
- 47
- Regulatory AUM
- $2.36M
- AUM share
- 0.1%
- Avg. per client
- $50.2K
- Clients
- 7
- Regulatory AUM
- $1.39B
- AUM share
- 49.1%
- Avg. per client
- $198M
- Clients
- 2
- Regulatory AUM
- $120M
- AUM share
- 4.2%
- Avg. per client
- $59.8M
- Clients
- 1
- Regulatory AUM
- $395M
- AUM share
- 14.0%
- Avg. per client
- $395M
- Clients
- 23
- Regulatory AUM
- $109M
- AUM share
- 3.9%
- Avg. per client
- $4.75M
- Clients
- 14
- Regulatory AUM
- $670M
- AUM share
- 23.7%
- Avg. per client
- $47.8M
Total
- Clients
- 211
- Regulatory AUM
- $2.83B
- AUM share
- 100%
- Avg. per client
- $13.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
Easterly Investment Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Le Partners Holdings LLC owns 75% or more of Easterly Investment Partners and is in turn owned by Le Partners Holdings II LLC (75% or more). The leadership team of Easterly Investment Partners includes Chief Operating Officer Amaris Miller, Chief Financial Officer Michael Montague and Chief Compliance Officer Debra Tobin. It has 27 employees.
Leadership
- Michael MontagueChief Financial Officer
- Amaris MillerChief Operating Officer
- Debra TobinChief Compliance Officer
- Darrell CrateChairman
- Kenneth JusterGeneral Counsel
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Jose Dejesus Cervantes
- Paul Bradley Citarell
- Philip Jon greenblatt
- Kevin Allen Heckman
- John William Murphy
- Joshua Schachter
- Richard A. Snow
Staff
- 27 employees
- 27 in advisory functions
- 3 state-registered reps
- 6 broker-dealer reps
- Owns 75% or more of Easterly Investment Partners LLC
Le Partners Holdings LLC
Control person · since November 2018
- Owns 75% or more of Le Partners Holdings LLC
Le Partners Holdings II LLC
Control person · since March 2019
- Owns 75% or more of Le Partners Holdings II LLC
Easterly Asset Management Holdings LLC
Control person · since June 2023
- Owns 75% or more of Easterly Asset Management Holdings LLC
Easterly Asset Management LP
Control person · since June 2023
- Owns 75% or more of Easterly Asset Management LP
Easterly Capital, LLC
Control person · since June 2021
- Owns 75% or more of Easterly Capital, LLC
Darrell Crate
Control person · since March 2019
Easterly Asset Management GP LLC
General partner · Control person · since October 2020
Easterly Investment Partners’ regulatory assets grew from $2.19B (June 2021) to $2.83B (April 2026); clients rose from 27 to 211 and employees from 13 to 27. In 2021, Snow Capital Management ($770M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $2.83B | 211 | 27 | 3 |
| March 2025 | $3.05B | 274 | 36 | 4 |
| May 2024 | $2.81B | 323 | 19 | 4 |
| July 2023 | $1.34B | 331 | 21 | 3 |
| March 2022 | $2.72B | 390 | 23 | 3 |
| June 2021 | $2.19B | 27 | 13 | 2 |
Firms that joined
20211 joined
- Snow Capital ManagementLast filed AUM $770M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Easterly Investment Partners has 2 offices, with 3 listed addresses in Massachusetts, New York and Pennsylvania.
Massachusetts · 1 listed address
- 138 Conant Street, Suite 100, BeverlyHQ
New York · 1 listed address
- 515 Madison Avenue, 24th Floor, New York City
Pennsylvania · 1 listed address
- 1605 Carmody Court, Sewickley
Contact and registration details
- Legal name
- Easterly Investment Partners LLC
- Headquarters
- 138 Conant Street, Suite 100, Beverly, MA 01915
- Website
- Not reported
- Phone
- 617-231-4300
- @easterly-investment-partners
- SEC file
- 801-114563
- Structure
- Delaware LLC
- Fiscal year end
- December
Easterly Investment Partners uses Northern Trust Securities ($395M) as custodian for its separately managed accounts. Easterly Investment Partners has custody of client assets.
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $395M100%
At year end, Easterly Investment Partners’ separately managed accounts were mostly in stocks (73%) and cash (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.97B across 252 positions; the largest are State Str SPDR S&P 500 ETF T (30.1%), JPMORGAN Chase & CO (1.6%) and Sensata Technologies Hldg PL (1.5%).
What the accounts hold
- Stocks73%
- Bonds13%
- U.S. government and agency bonds10%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash15%
Reported 13F holdings
- $1.97B
- Reported 13F value
- 252
- Positions
- 42.5%
- In the 10 largest
- +50.4%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit30.1%
- JPMORGAN Chase & CO1.6%
- Sensata Technologies Hldg PL1.5%
- Columbia Bkg Sys Inc.1.4%
- Progyny Inc.1.4%
- Commercial Metals CO1.4%
- Jackson Financial Inc. · Com CL A1.3%
- Centene Corp. Del1.3%
- Citigroup Inc.1.2%
- Disney Walt CO1.2%
Together, the ten largest are 42.5% of reported value.
How many clients does Easterly Investment Partners have?
Easterly Investment Partners has 211 clients and manages $2.83 billion for them, as of April 2026. They include 117 individual clients, 47 high-net-worth individuals, and 23 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026
What services does Easterly Investment Partners offer?
Easterly Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Easterly Investment Partners use?
Easterly Investment Partners’ separately managed account assets are held at Northern Trust Securities, Inc. (Chicago, IL), with $395M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026
How many financial advisors does Easterly Investment Partners have?
Easterly Investment Partners has 3 investment adviser representatives registered with state securities authorities, out of 27 employees, and 27 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Easterly Investment Partners invest in?
At the end of its last fiscal year, Easterly Investment Partners’ separately managed accounts held 73% exchange-traded equities, 15% cash and equivalents, 10% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Easterly Investment Partners?
Easterly Investment Partners is owned through a chain of holding companies by Darrell Crate. Its direct owner is Le Partners Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 April 2026
How does Easterly Investment Partners get paid?
Easterly Investment Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Easterly Investment Partners?
Easterly Investment Partners’ main office is at 138 Conant Street, Suite 100, Beverly, MA 01915. Its phone number is 617-231-4300.