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Building 2EASTWARD CAPITAL PARTNERS, LLC

Map pinWEST NEWTON, MA
Phone617-969-6700
NotebookSEC #801-73730
Total AUM
$96M
Employees
12
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
432 CHERRY STREET
WEST NEWTON
MA 02465
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
617-969-6700
Other Offices
2

ReceiptFinancials

Total AUM
$96M
Accounts
8
Discretionary
$20.6M
Accounts
1
Non-Discretionary
$75.3M
Accounts
7

ContactClients

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Pooled Vehicle Clients
8
AUM
$96M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Performance-Based
Other Compensation
PERCENTAGE OF RETURNED CAPITAL

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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