⚲
|
East Coast Asset Management LLC
✚
|
|
---|---|
CRD # | 147910 |
SEC # | 801-69456 |
CIK # | 0001579254 |
AUM | $513.4 MM (2023-03-29) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 978-801-0860 |
Address | 16 Martin Street Essex, MA 01929 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | ECAM Partners Fund LP | 2020-03-27 | 48.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 81 | 24.5 |
(b) Individuals (high net worth individuals) | 112 | 231.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 48.4 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 30.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 178.5 |
Total | 356 | 513.4 |
By Discretionary | ||
Discretionary | 356 | 513.4 |
Non-Discretionary | 0 | 0.0 |
Total | 356 | 513.4 |
By Non-United States Persons | ||
Non-United States Persons | 182.9 | |
United States Persons | 330.5 | |
Total | 356 | 513.4 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001579254] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Night Owl Capital Management LLC
✚
|
CT | 0.5 |
Matrix Private Capital Group LLC
✚
|
NY | 0.5 |
Callodine Capital Management LP
✚
|
MA | 0.5 |
ZEGA Financial LLC
✚
|
FL | 0.5 |
JW Coons Advisors LLC
✚
|
OH | 0.5 |
Speece Thorson Capital Group Inc
✚
|
MN | 0.5 |
AR Asset Management Inc
✚
|
CA | 0.5 |
Cherry Tree Wealth Management LLC
✚
|
MN | 0.5 |
Alpha Architect LLC
✚
|
PA | 0.5 |
12th Street Asset Management LLC
✚
|
TN | 0.5 |