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East Coast Asset Management LLC
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CRD # | 147910 |
SEC # | 801-69456 |
CIK # | 0001579254 |
AUM | $615.7 MM (2024-03-28) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 978-801-0860 |
Address | 16 Martin Street Essex, MA 01929 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GOOG | 1,482,566.4 | 52.8 | |
TDG | 29,082.9 | 36.1 | |
META | 434,852.0 | 22.4 | |
BN | 13.9 | ||
PRM | 1,759.7 | 13.1 | |
AMZN | 1,092,997.8 | 12.0 | |
MA | 309,583.1 | 11.7 | |
AAPL | 2,382,844.0 | 9.2 | |
MCO | 49,925.7 | 7.0 | |
TJX | 67,345.6 | 5.7 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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HF | ECAM Partners Fund LP | [2020-03-27] | 64.8 | 71.6 |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 78 | 23.5 |
(b) Individuals (high net worth individuals) | 117 | 273.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 71.6 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 8.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 238.9 |
Total | 342 | 615.7 |
By Discretionary | ||
Discretionary | 342 | 615.7 |
Non-Discretionary | 0 | 0.0 |
Total | 342 | 615.7 |
By Non-United States Persons | ||
Non-United States Persons | 244.2 | |
United States Persons | 371.5 | |
Total | 342 | 615.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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East Coast Asset Management LLC | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001579254] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Maytech Global Investments LLC
✚
|
NY | 0.6 |
Essex Investment Management Company LLC
✚
|
MA | 0.6 |
Ninepointtwo Capital LLC
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|
CA | 0.6 |
Odeon Capital Advisors LLC
✚
|
NY | 0.6 |
van Biema Value Partners LLC
✚
|
NY | 0.6 |
Ocean Endowment Partners LLC
✚
|
IL | 0.6 |
Callodine Capital Management LP
✚
|
MA | 0.6 |
Semper Augustus Investments Group LLC
✚
|
CO | 0.6 |
PCJ Investment Counsel Ltd
✚
|
0.6 | |
LDR Capital Management LLC
✚
|
NY | 0.6 |