SourcingSourcing

EASTERLY INVESTMENT PARTNERS LLC

C34
CRD 299607·SEC 801-114563·BEVERLY, MA
AUM
$2.83B
$1B+
Est. Revenue
$28.3M
@ 1% on AUM
Est. EBITDA
$8.5M
@ 30% margin
Est. Deal Value
$67.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EASTERLY INVESTMENT PARTNERS LLC
CRD
299607
SEC file #
801-114563
EIN
832400656
DBA names
—

Economics

AUM
$2.83B
AUM band
$1B+
AUM trajectory
'20'26
$6.15B → $2.83B▼ -54%
Client mix
Individuals Other117
Individuals High Net Worth47
Corporations23
Other14
Investment Companies7

Operations

Employees (total)
27
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
12 advisors → 27 advisors▲ +125%
Primary office
BEVERLY MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
linkedin.com/company/easterly-investment-partners(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LE PARTNERS HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LE PARTNERS HOLDINGS LLC
CRATE, DARRELL, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
457,206
Form 5500 Compensation Trajectory 3y
2025457,206
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
457,206
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001766150
Edgar Registered
Yes
Edgar Filing Count
82
Edgar First Filing Date
2019-04-08
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001214659-26-005875
Edgar Form D Count
1
Edgar Form D Offerings
2019-04-122019-04-12 · 0001766150-19-000008
Edgar Former Names
Levin Easterly Partners LLC
LEVIN EASTERLY PARTNERS LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
E*trade4
Pershing2
Northern Trust2
Morgan Stanley2
Wells Fargo1
Edgar Addresses
Mailing
138 CONANT STBEVERLY, MA 01915
Business
138 CONANT STBEVERLY, MA 01915
Edgar EIN
832400656
Edgar Recent Filings
13F-HR2026-05-11 · 0001214659-26-005875
13F-HR2026-02-10 · 0001214659-26-001393
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (13)

13
CRATE, DARRELL, WILLIAM
Executive Officer · 2.5%
2664231
KENNETH G JUSTER
Executive Officer · 2.5%
4788250
MILLER, AMARIS
Executive Officer · 2.5%
7523197
MICHAEL MONTAGUE
Executive Officer · 2.5%
5121305
TOBIN, DEBRA, L
Executive Officer · 2.5%
5125141
RICHARD SNOW
IAR
2104202
JOSHUA SCHACHTER
IAR
4252292
Philip Jon greenblatt
IAR
7085608
MURPHY, JOHN, WILLIAM
IAR
2161919
KEVIN ALLEN HECKMAN
IAR
5587154
PAUL BRADLEY CITARELL
IAR
1935890
JOSE DEJESUS CERVANTES
IAR
4122167
BURNS MCNEIL LOWRY
IAR
2171763