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Building 2EAST COAST ASSET MANAGEMENT, LLC

Map pinESSEX, MA
Phone978-801-0860
NotebookSEC #801-69456
Total AUM
$1B
Employees
9
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16 MARTIN STREET
ESSEX
MA 01929
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
978-801-0860
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
373
Discretionary
$1B
Accounts
373
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$25.6M
HNW Individual Clients
131
AUM
$362.5M
Pooled Vehicle Clients
1
AUM
$121.7M
Charitable Organization Clients
1
AUM
$13.1M
Other Clients
1
AUM
$483.3M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLMAMENHNYTXVT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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