EASTERLY INVESTMENT PARTNERS LLC

138 Conant Street
Suite 100
Beverly, Massachusetts 01915
Tel: 617-231-4300

About EASTERLY INVESTMENT PARTNERS LLC

EASTERLY INVESTMENT PARTNERS LLC, formally registered with the SEC as EASTERLY INVESTMENT PARTNERS LLC. The firm was established in 01/28/2019. They have over 4 offices throughout the country.

EASTERLY INVESTMENT PARTNERS LLC is a Beverly, Massachusetts based Financial Planning firm with nearly $2,814,966,076 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299607
SEC#	801-114563
Assets Managed by Firm	$2,814,966,076
No. of Clients	323
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	323	$2,814,966,076
Individuals (other than high net worth individuals)	212	$69,331,291
High net worth individuals	52	$130,425,466
Pension and profit sharing plans	8	$430,213,464
Corporations or other businesses	26	$58,196,356

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