Easterly Investment Partners Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.2B
- Clients
- 211
- Avg AUM / client
- $13.4M
- Accounts
- 211
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 117 | $145M | 5.12% |
| High net worth individuals | 47 | $2.4M | 0.08% |
| Investment companies | 7 | $1.4B | 49.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $120M | 4.23% |
| Pension and profit sharing plans | 1 | $395M | 14.0% |
| Corporations and other businesses | 23 | $109M | 3.86% |
| Other | 14 | $670M | 23.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $55.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Snow Capital Investment Partners Lp | Hedge Fund | Pennsylvania | $55.9M | 25 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Travelers Pension Plan Travelers Companies, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crate, Darrell, William | Chairman | Nov 2018 (8y) | ≈ 17.8% – 100% via Easterly Capital, Llc | |
| John William Murphy | Co Chief Investment Officer | Mar 2019 (7y) | Less than 5% | |
| Miller, Amaris | Chief Operating Officer | May 2021 (5y) | Less than 5% | |
| Richard A. Snow | Co Chief Investment Officer | Jul 2021 (5y) | Less than 5% | |
| Juster, Kenneth, G | General Counsel, Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Montague, Michael | Chief Financial Officer | Oct 2023 (3y) | Less than 5% | |
| Joshua Schachter | Registered representative | CFA | Jul 2021 (5y) | |
| Philip Jon Greenblatt | Registered representative | CFA | Jul 2021 (5y) | |
| Paul Bradley Citarell | Registered representative | Mar 2025 (1y) | ||
| Kevin Allen Heckman | Registered representative | CFA | Apr 2026 (0y) | |
| Jose Dejesus Cervantes | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Le Partners Holdings Llc | Member | Nov 2018 | A | 75% or more |
| Le Partners Holdings Ii Llc | Member | Mar 2019 | B | ≈ 56.25% – 100% via Le Partners Holdings Llc |
| Easterly Asset Management Lp | Member | Jun 2023 | B | ≈ 31.64% – 100% via Easterly Asset Management Holdings Llc |
| Easterly Capital, Llc | Limited Partner | Jun 2021 | B | ≈ 23.73% – 100% via Easterly Asset Management Lp |
| Easterly Asset Management Holdings Llc | Owner | Jun 2023 | B | ≈ 42.19% – 100% via Le Partners Holdings Ii Llc |
| Easterly Asset Management Gp Llc | General Partner | Oct 2020 | B | GP / trustee / elected manager of Easterly Asset Management Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crate, Darrell, William: 75% – 100% of Easterly Capital, Llc × 75% – 100% of Easterly Asset Management Lp × 75% – 100% of Easterly Asset Management Holdings Llc × 75% – 100% of Le Partners Holdings Ii Llc × 75% – 100% of Le Partners Holdings Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Le Partners Holdings Ii Llc: 75% – 100% of Le Partners Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Easterly Asset Management Lp: 75% – 100% of Easterly Asset Management Holdings Llc × 75% – 100% of Le Partners Holdings Ii Llc × 75% – 100% of Le Partners Holdings Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Easterly Capital, Llc: 75% – 100% of Easterly Asset Management Lp × 75% – 100% of Easterly Asset Management Holdings Llc × 75% – 100% of Le Partners Holdings Ii Llc × 75% – 100% of Le Partners Holdings Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Easterly Asset Management Holdings Llc: 75% – 100% of Le Partners Holdings Ii Llc × 75% – 100% of Le Partners Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $55.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Snow Capital Investment Partners Lp | Hedge Fund | $55.9M | $2.0M | 25 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Travelers Pension Plan | Travelers Companies, Inc. | 27,531 | $4.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $2.0B (37% of AUM) Mar 2021
- BNY Mellon $850M (16% of AUM) Mar 2021
- Northern Trust $395M (14% of AUM) Apr 2026
- J.P. Morgan $171M (6% of AUM) Mar 2025
- Brown Brothers Harriman & Co. $118M (4% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗