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| Easterly Investment Partners LLC
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| CRD # | 299607 |
| SEC # | 801-114563 |
| CIK # | 0001766150 |
| AUM | $3.1 B (2025-03-31) |
| Employees | 36 (64% Investors, 11% Brokers) |
| Phone | 617-231-4300 |
| Address | 138 Conant Street Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Digital Realty Trust Inc | 0.0 | ||
| Equinix Inc | 0.0 | ||
| Citigroup Inc | 0.0 | ||
| Commercial Metals Co | 0.0 | ||
| Jackson Financial Inc | 0.0 | ||
| Health Care REIT Inc /DE/ | 0.0 | ||
| Lincoln National Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Snow Capital Investment Partners LP | [2012-03-15] | 181.8 | 54.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 0.1 |
| (b) Individuals (high net worth individuals) | 66 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.2 |
| (g) Pension and profit sharing plans | 6 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 24 | 0.2 |
| (n) Other | 16 | 0.6 |
| Total | 274 | 3.1 |
| By Discretionary | ||
| Discretionary | 258 | 2.4 |
| Non-Discretionary | 16 | 0.6 |
| Total | 274 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.8 | |
| Total | 274 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Darrell Crate | 11 | ||
| Richard Snow | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766150] | |
| 3 | [0001766150] | |
| 4 | [0001766150] | |
| D | [0001766150] | |
| SC 13D | [0001766150] | |
| SC 13G | [0001766150] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Levin Easterly Partners LLC | Treehouse Foods Inc | [2019-05-13] |
| Levin Easterly Partners LLC | Cott Corp /CN/ | [2019-04-08] |
| Levin Easterly Partners LLC | Fluidigm Corp | [2019-04-08] |
| Levin Easterly Partners LLC | Farmer Brothers Co | [2019-04-08] |
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|---|---|---|
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✚
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3.4 | |
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Sage Mountain Advisors LLC
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GA | 3.4 |
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KY | 3.3 |
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Alpha Cubed Investments LLC
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CA | 3.0 |
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Cohen Klingenstein LLC
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NY | 3.0 |
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Acorn Advisory Capital LP
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NY | 2.9 |
|
Staley Capital Advisers Inc
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PA | 2.9 |
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Calydon Capital LLC
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TN | 2.9 |
|
SBB Research Group LLC
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IL | 2.8 |
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Greenwich Wealth Management LLC
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CT | 2.7 |