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Easterly Partners, LLC (Washington)


Easterly Partners, LLC is a large advisory firm based in Washington. It manages $473.38 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

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Easterly Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Easterly Partners: assets under management

The assets under management (AUM) of Easterly Partners, LLC is $473.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $473.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.34 million each.
Easterly Partners has custody of $473.38 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Easterly Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Darrell William Crate Majority owner 1 Aug 2011 75% - 100% 2664231

Based in Washington

The principal office where Easterly Partners, LLC performs its advisory services is located at 2101 L Street, Nw, Washington, DC 20037 1526, which is also the mailing address of the firm. An additional office of the firm is in Beverly, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-595-9500 or by fax 202-596-3919. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.easterlypartners.com.


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