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EASTERLY INVESTMENT PARTNERS LLC

BEVERLY, MA · CRD 299607 · IAPD ↗ · 617-231-4300

$2.83BRegulatory AUM
27Advisory reps
27Employees
0Clients
0Planning clients
2Private funds
17States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — EASTERLY INVESTMENT PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
79
April 2025 — EASTERLY INVESTMENT PARTNERS LLC grew from 14 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — EASTERLY INVESTMENT PARTNERS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — EASTERLY INVESTMENT PARTNERS LLC reported RAUM up 110% ($1.34B -> $2.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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