Easterly Investment Partners LLC

Easterly Investment Partners LLC (CRD# 299607) is a financial advisory firm headquartered in Beverly, MA. They manage $2,814,966,076 in 323 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
138 Conant Street, Suite 100, Beverly, MA 01915
https://www.easterlyam.com/
By the Numbers
  • Total Assets Under Management
    2,815
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $8,715,065
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Easterly Investment Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Philip Greenblatt, financial advisor Sewickley PA
Philip J. Greenblatt
CRD#: 7085608
1605 Carmody Court, Suite 300, Blaymore Iv, Sewickley, PA 15143

Philip Greenblatt (CRD# 7085608) is an Investment Advisor Representative working at Easterly Investment Partners LLC in Sewickley, PA and has 1 year of experience in the finance industry.

2
John Murphy, financial advisor New Canaan CT
John W. Murphy
CRD#: 2161919
161 Cherry Street, First Floor, New Canaan, CT 06840

John Murphy (CRD# 2161919) is an Investment Advisor Representative working at Easterly Investment Partners LLC in New Canaan, CT and has over 31 years of experience in the finance industry.

3
Joshua Schachter, financial advisor Sewickley PA
Joshua Schachter
CRD#: 4252292
1605 Carmody Court, Suite 300, Blaymore Iv, Sewickley, PA 15143

Joshua Schachter (CRD# 4252292) is an Investment Advisor Representative working at Easterly Investment Partners LLC in Sewickley, PA and has over 23 years of experience in the finance industry.

4
Richard Snow, financial advisor Beverly MA
Richard Snow
CRD#: 2104202
138 Conant Street, Suite 100, Beverly, MA 01915

Richard Snow (CRD# 2104202) is an Investment Advisor Representative working at Easterly Investment Partners LLC in Beverly, MA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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