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About Us

Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income.

Our goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, and infrastructure, as well as an institutional and wealth distribution team. As of December 31, 2024, Easterly and its Strategic Partners manage $60B1 of client assets.

What Sets Us Apart?

Quality Teams

We are driven by an exceptional leadership core with an average of 20+ years experience. We selectively partner with high-performing investment teams with established track records.

A Collaborative Partner

We are active allies grounded in helping our clients and Strategic Partners make the most of dynamic opportunities. We take a long-term approach in building relationships.

Unparalleled Access

We work with our Strategic Partners to provide investors with a portfolio of curated solutions across alternatives, active equity, and active fixed income.

Our Values

Integrity icon - Blue gears

Integrity

Teamwork icon

Teamwork

Authenticity icon

Authenticity

Tenacity icon

Tenacity

The Clients We Serve

Advisors

Financial advisors at independent RIAs, wirehouses, and family offices for individual and institutional investors.

Consultants

Institutional consultants who represent a range of institutions including corporations, foundations, and government entities.

Individuals

High-net-worth investors through a network of advisors and family offices.

Strategic Partners

High-performing managers and teams that want to strengthen and scale their businesses and investment strategies.

Our Strategic Partners

Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income. Our goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors.

We handpick our Strategic Partners the same way we invest our capital: selectively. When we do partner, we fully commit to bolstering the operational and distribution capabilities of our Strategic Partners so they can focus on what they do best: investing.

Strategic Partnership Characteristics

Quality Team

Management team with deep industry experience and strong investment expertise.

Strong Values

Commitment to core values of integrity and authenticity.

Impressive Track Record

Established track record of delivering value to investors.

Supportive Clients

Existing support and endorsement from a broad client base.

Scalable

Existing and new product opportunities that can meaningfully absorb AUM growth.

Easterly’s Strategic Partnership Resources

Operations Platform

End-to-end operations services with best-in-class technology.

Distribution Platform

A full-scale distribution team focused on building strong relationships.

Strategic Partnership

Flexibility in partnering and strategic business advice.

Investment Capital

Succession planning and direct investment opportunities.

1 As of 12/31/2024, Easterly Asset Management (“Easterly”) and its Strategic Partners have $60B in managed assets which includes over $3B in AUM managed by Easterly’s wholly owned subsidiary, Easterly Investment Partners LLC, a registered investment advisor. Easterly serves as the growth platform for the firm’s asset management business. In 2021, Easterly formed Easterly Clear Ocean (formerly known as Maritime Logistics Equity Partners) to take advantage of opportunities and dislocations in the international shipping markets. In November 2023, Easterly announced a strategic partnership with Lateral Investment Management where Easterly will provide access to its technology, fundraising, and operations expertise, and will invest alongside the firm in certain deals. In March 2024, Easterly announced a strategic partnership with Harrison Street, a leading investment management firm exclusively focused on alternative real assets. In October 2024, Easterly acquired the ROC Municipals municipal bond team. EAB Investment Group and Orange Investment Advisors are subadvisors for mutual funds offered on Easterly’s fund platform and are not directly affiliated with Easterly. Easterly Snow, Easterly Murphy, Easterly Ranger and Easterly ROC Municipals are investment teams of Easterly Investment Partners LLC, an SEC-registered investment adviser. EAB Investment Group LLC (d/b/a Easterly EAB), Orange Investment Advisors LLC (d/b/a Easterly Orange), Harrison Street Advisors and Lateral Investment Management are separate SEC-registered investment advisers that are strategic partners of Easterly. Each investment adviser’s Form ADV is available at www.sec.gov. Registration does not imply and should not be interpreted to imply any particular level of skill or expertise.

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