{
  "crd_number": 299607,
  "slug": "easterly-investment-partners-llc-beverly-ma-299607",
  "primary_business_name": "EASTERLY INVESTMENT PARTNERS LLC",
  "legal_name": "EASTERLY INVESTMENT PARTNERS LLC",
  "dbas": [],
  "city": "Beverly",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-17",
  "carried_forward": false,
  "raum_total": 2831038078.0,
  "raum_discretionary": 2161168297.0,
  "raum_non_discretionary": 669869781.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 27,
  "advisory_employees": 27,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 669869781.0,
      "count": 14,
      "description": "MODEL"
    },
    "individuals": {
      "raum": 145014824.0,
      "count": 117
    },
    "investment_companies": {
      "raum": 1389428001.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 395403341.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 2357860.0,
      "count": 47
    },
    "pooled_investment_vehicles": {
      "raum": 119637105.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 109327166.0,
      "count": 23
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "CA",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://easterlyam.com",
    "https://linkedin.com/company/easterly-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299607",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "BEVERLY",
  "url": "https://advisorcensus.com/firm/easterly-investment-partners-llc-beverly-ma-299607",
  "display_name": "Easterly Investment Partners LLC",
  "summary": "Easterly Investment Partners LLC is an SEC-registered investment advisory firm in Beverly, MA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 17, 2026.",
  "citation": "AdvisorCensus. Easterly Investment Partners LLC (CRD 299607): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Easterly Investment Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Easterly Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Easterly Investment Partners LLC located?",
      "a": "Easterly Investment Partners LLC's principal office is in Beverly, MA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Easterly Investment Partners LLC registered with the SEC or a state?",
      "a": "Easterly Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299607."
    },
    {
      "q": "How much does Easterly Investment Partners LLC manage?",
      "a": "Easterly Investment Partners LLC reports $2,831,038,078 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (76% discretionary)."
    },
    {
      "q": "How have Easterly Investment Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Easterly Investment Partners LLC: Regulatory assets under management: $3,062,569,763 in the October 2021 data and $2,831,038,078 in the October 2026 data, down 8%. Total employees: 22 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Easterly Investment Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (47); corporations or other businesses not listed above (23)."
    },
    {
      "q": "Which custodians does Easterly Investment Partners LLC use?",
      "a": "Easterly Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Securities, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Easterly Investment Partners LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299607"
    },
    {
      "q": "What changed in Easterly Investment Partners LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)). Employees performing advisory functions went from 23 to 27. No longer lists an office in New Canaan, CT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3062569763.0,
      "total_employees": 22,
      "filing_date": "2021-08-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2718476429.0,
      "total_employees": 23,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1341307818.0,
      "total_employees": 21,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2814966076.0,
      "total_employees": 19,
      "filing_date": "2024-05-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3054234330.0,
      "total_employees": 36,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2831038078.0,
      "total_employees": 27,
      "filing_date": "2026-04-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).",
        "Employees performing advisory functions went from 23 to 27.",
        "No longer lists an office in New Canaan, CT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/easterly-investment-partners-llc-beverly-ma-299607.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 117,
      "fewer_than_5": false,
      "raum": 145014824.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 2357860.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1389428001.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 119637105.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 395403341.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 109327166.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 14,
      "fewer_than_5": false,
      "raum": 669869781.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299607",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}