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AdvisorCensus / Financial advisors / Massachusetts / Boston / East Horizon Investments

East Horizon Investments

Cambridge, MAState-registered investment adviserCRD 158364

Filed as EAST HORIZON INVESTMENTS · Legal name East Horizon Investments LLC

East Horizon Investments is a state-registered investment advisory firm in Cambridge, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 25, 2026.

14 years
registered since 2012
$63,540,000
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is East Horizon Investments compensated?

On its Form ADV (Item 5.E, October 2026), East Horizon Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is East Horizon Investments located?

East Horizon Investments' principal office is in Cambridge, MA, according to its Form ADV.

Is East Horizon Investments registered with the SEC or a state?

East Horizon Investments is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 158364.

How much does East Horizon Investments manage?

East Horizon Investments reports $63,540,000 in regulatory assets under management in its Form ADV filing dated May 25, 2026 (100% discretionary).

What types of clients does East Horizon Investments serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (17).

Does East Horizon Investments report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158364

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$63,540,000

$63,540,000 as of October 2026, filing dated May 25, 2026.

Discretionary: $63,540,000.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 18 Assets $2,950,000 (5%)
High net worth individuals
Clients 17 Assets $53,080,000 (84%)
Charitable organizations
Clients Fewer than 5 Assets $7,510,000 (12%)
Other investment advisers
Clients Fewer than 5 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Legal name
East Horizon Investments LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2012 (14 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
FLMA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
easthorizoninvestments.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. East Horizon Investments (CRD 158364): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364