# EASTERLY INVESTMENT PARTNERS LLC

EASTERLY INVESTMENT PARTNERS LLC of BEVERLY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 299607
- Type: SEC-registered investment adviser
- SEC file number: 801-114563
- Location: 138 CONANT STREET, SUITE 100, BEVERLY, MA, 01915
- Phone: 617-231-4300
- Latest filing: 2026-04-17
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $669.9M
- Clients: 27
- Accounts: 211

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Darrell William Crate | CHAIRMAN; MEMBER | — |
| Kenneth G Juster | GENERAL COUNSEL; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| Amaris Miller | CHIEF OPERATING OFFICER | — |
| Michael Montague | CHIEF FINANCIAL OFFICER | — |
| Debra L Tobin | CHIEF COMPLIANCE OFFICER | — |
| John William Murphy | CO-CHIEF INVESTMENT OFFICER | — |
| Richard Snow | CO-CHIEF INVESTMENT OFFICER | — |
| MONTAGUE TIMOTHY MICHAEL | CHIEF FINANCIAL OFFICER | — |
| ROOT RICHARD SCOTT | CHIEF FINANCIAL OFFICER | — |
| BOSSERMAN GRACE KAY | CHIEF OPERATING OFFICER | — |
| OTTUSCH RAYMOND FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| AIGEN GLENN ADAM | CHIEF EXECUTIVE OFFICER | — |
| SNOW CHRISTOPHER RICHARD | CO-CHIEF INVESTMENT OFFICER | — |
| MURPHY RONALD WILLIAM | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER | — |
| KALICHSTEIN AVSHALOM YITZHAK | MEMBER | — |
| IRACI JOSEPH CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| CRATE DARRELL WILLIAM | CHAIRMAN; MANAGING DIRECTOR; MEMBER | — |
| Colandrea Eric Frank | CHIEF COMPLIANCE OFFICER | — |
| JUSTER KENNETH G | GENERAL COUNSEL; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| Sahota Amaris | CHIEF OPERATING OFFICER | — |
| MILLER AMARIS | CHIEF OPERATING OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-07-24 | civil | THIS IS A PUNITIVE CLASS ACTION COMPLAINT ALLEGING VIOLATIONS OF SECTIONS 11, 12 AND 15 OF THE SECURITIES ACT OF 1933 ("1933 ACT") AND SECTIONS 14 AND 20 OF THE SECURITIES EXCHANGE ACT OF 1934 ("1934 ACT") AND RULE 142-9 THEREUNDER IN CONNECTION WITH THE SALES OF SHARES OF THE EASTERLY ROC MUNI HIGH… | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299607/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299607/similar
- Related entities: https://search.stillhousedata.com/firm/299607/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299607

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.