Investment adviser · CRD 147910
EAST COAST ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
ESSEX, MA, United States · Form ADV filed Jun 1, 2026
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 373 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $483,270,360 | 48.0% |
| High-net-worth individuals | 131 | $362,503,205 | 36.0% |
| Pooled investment vehicles | 1 | $121,664,716 | 12.1% |
| Individuals | 79 | $25,615,898 | 2.5% |
| Charities | Fewer than 5 | $13,060,142 | 1.3% |
Filing source
Form ADV 2110208 · Jun 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ECAM PARTNERS FUND, LPHedge Fund · Last reported Jun 1, 2026$122MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
APRIO, LLP
PCAOB 3709
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-3447280632
- Reported beneficial owners
- 41
- Minimum commitment
- $1M
- Form D file number
- 021-364864
Form ADV 2110208 · Jun 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 1, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
16 MARTIN STREETESSEX, MA, 01929, United States
CRD 147910
Filing source
Form ADV 2110208 · Jun 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.