Quality Team
Management team with deep industry experience and strong investment expertise.
Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income.
Our goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, and infrastructure, as well as an institutional and wealth distribution team. As of June 30, 2024, Easterly and its Strategic Partners manage $60B1 of client assets.
We are driven by an exceptional leadership core with an average of 20+ years experience. We selectively partner with high-performing investment teams with established track records.
We are active allies grounded in helping our clients and Strategic Partners make the most of dynamic opportunities. We take a long-term approach in building relationships.
We work with our Strategic Partners to provide investors with a portfolio of curated solutions across alternatives, active equity, and active fixed income.
Financial advisors at independent RIAs, wirehouses, and family offices for individual and institutional investors.
Institutional consultants who represent a range of institutions including corporations, foundations, and government entities.
High-net-worth investors through a network of advisors and family offices.
High-performing managers and teams that want to strengthen and scale their businesses and investment strategies.
Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income. Our goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors.
We handpick our Strategic Partners the same way we invest our capital: selectively. When we do partner, we fully commit to bolstering the operational and distribution capabilities of our Strategic Partners so they can focus on what they do best: investing.
Management team with deep industry experience and strong investment expertise.
Commitment to core values of integrity and authenticity.
Established track record of delivering value to investors.
Existing support and endorsement from a broad client base.
Existing and new product opportunities that can meaningfully absorb AUM growth.
End-to-end operations services with best-in-class technology.
A full-scale distribution team focused on building strong relationships.
Flexibility in partnering and strategic business advice.
Succession planning and direct investment opportunities.
1 $60B in managed assets includes nearly $3B assets managed by Easterly as of 6/30/2024. Easterly Asset Management LP (“Easterly”) is the holding company of Easterly Investment Partners LLC, an SEC registered investment adviser. Easterly serves as the growth platform for the firm’s asset management business. Upon the acquisition by Easterly of the institutional investment management business of Levin Capital Strategies, L.P. in 2019, Jack Murphy and team joined Easterly Investment Partners (“Easterly Murphy”). Easterly acquired Snow Capital Management LLC’s asset management in 2021 and Richard Snow and team joined Easterly Investment Partners LLC (“Easterly Snow”). In 2021, Easterly formed Easterly Clear Ocean to take advantage of opportunities and dislocations in the international shipping markets. In November 2023, Easterly announced a strategic partnership with Lateral Investment Management where Easterly will provide access to its technology, fundraising, and operations expertise, and will invest alongside the firm in certain deals. In March 2024, Easterly announced a strategic partnership with Harrison Street, a leading investment management firm exclusively focused on alternative real assets. In April 2024, Easterly announced an agreement to acquire the ROC Municipals municipal bond team from Principal Street Partners. EAB Investment Group and Orange Investment Advisors are subadvisors for mutual funds offered on Easterly’s fund platform and are not directly affiliated with Easterly. More information about each registered investment adviser, including its investment strategies and objectives, can be found in the firms’ Form ADV which is available on the www.sec.gov website. Registration does not imply a certain level of skill or training.