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EAST COAST ASSET MANAGEMENT, LLC

ESSEX, MA · CRD 147910 · IAPD ↗ · eastcoastasset.com · 978-801-0860

$1.01BRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
1Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — EAST COAST ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($750.2M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.