# East Horizon Investments

> 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.

- CRD: 158364
- Filed as: EAST HORIZON INVESTMENTS
- Legal name: East Horizon Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: May 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158364
- AdvisorCensus page: https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $63,540,000
- Discretionary: $63,540,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,950,000 |
| High net worth individuals | 17 | $53,080,000 |
| Charitable organizations | Fewer than 5 | $7,510,000 |
| Other investment advisers | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [easthorizoninvestments.com](https://easthorizoninvestments.com)
- LinkedIn @east-horizon-investments

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. East Horizon Investments (CRD 158364): Form ADV filing data as of October 2026.