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About Us

Easterly is a multi-affiliate platform that celebrates and supports the talent of boutique managers and teams to drive client success.

Why boutiques? Because they consistently outperform both larger managers and indices.1 Because independent investment managers display extraordinary drive and passion. Because we’ve seen entrepreneurial determination, specialized expertise and independent thinking prove a winning combination.

We currently have nearly $3 billion in AUM2 as of December 31, 2023, across our five affiliate partners and seven investment teams. Our growing, diversified platform spans public and private markets. Both retail and institutional clients are invested in a broad range of our strategies, which include traditional long-only as well as liquid and illiquid alternative investment solutions.

We employ more than 60 people, with over 20 investment professionals among our affiliates. Our headquarters are just north of Boston in Beverly, Massachusetts.

What Sets Us Apart?

Quality Teams

We are driven by an exceptional leadership core with an average of 20+ years experience. We selectively partner with high-performing veteran investment teams with proven track records.

A Collaborative Partner

We are active allies grounded in helping our clients and affiliates make the most of dynamic opportunities. We take a long-term approach in building relationships.

Unparalleled Access

We provide all investor types unique access to differentiated core strategies as well as the ability to invest in alternative and hard-to-reach asset classes that serve to recharge portfolios.

Our Values

Integrity icon

Integrity

We strive for excellence and accountability with each other, our clients and our affiliates.

Teamwork icon

Teamwork

We prioritize a collaborative environment and actively listen and support one another.

Authenticity icon

Authenticity

We are open and honest with colleagues, clients and affiliates to develop and nurture trust.

Tenacity Icon

Tenacity

We act entrepreneurially and courageously to help our affiliates and clients succeed.

The Clients We Serve

Advisors

Financial advisors at independent RIAs, wirehouses, and family offices for individual and institutional investors.

Consultants

Institutional consultants who represent a range of institutions including corporations, foundations and government entities.

Individuals

High-net-worth investors through a network of advisors and family offices.

Affiliates

Boutique managers and teams that want to strengthen and scale their businesses and investment strategies.

Our Affiliates

Easterly Asset Management is committed to bringing differentiated opportunities and alpha to client portfolios by partnering with seasoned affiliate managers who are craftsman in their respective asset classes and investment processes.

We handpick our affiliate partners the same way we invest our capital: selectively. When we do partner, we fully commit to our affiliates by bolstering their operational and distribution capabilities so they can focus on what they do best: investing.

Affiliate Partnership Characteristics

Quality Team

Management team with strong investment acumen and alignment of interests.

Strong Values

Commitment to core values of integrity and authenticity.

Impressive Track Record

Track record of success in managing client assets.

Supportive Clients

Existing support and endorsement from a broad client base.

Scalable

Existing and new product opportunities that can meaningfully absorb AUM growth.

Affiliate Resources

Operations Platform

End-to-end operations services with best-in-class technology.

Distribution Platform

A full-scale distribution team focused on building strong relationships.

Affiliate Partnership

Flexibility in partnering and strategic business advice.

Investment Capital

Succession planning and direct investment opportunities.

[1]http://www.institutionalinvestor.com/article/b1bm2bdl8vm1w3/Boutiques-Beat-Larger-Managers-With-Remarkable-Consistency

[2]Includes discretionary and non-discretionary assets and model portfolios

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Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

For media inquiries, please contact press@easterlyam.com.

Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

For media inquiries, please contact press@easterlyfunds.com.