Investment adviser · CRD 161422

EASTWARD CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

WEST NEWTON, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $96M
Client accounts: 8
Employees: 12
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$95,963,630	100.0%

Filing source

Form ADV 2087874 · Mar 31, 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

15 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EASTWARD LEASING PARTNERS, LLCOther Private Fund · Last reported Mar 31, 2026$310MGross asset value

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian ESHARES, INC SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-9355520804
Reported beneficial owners: 2
Minimum commitment: $100K

Form ADV 2087874 · Mar 31, 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.

EASTWARD CAPITAL PARTNERS X, LPOther Private Fund · Last reported Mar 31, 2026$37.4MGross asset value

Form D fundraising filings

Eastward Capital Partners X, L.P.

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian ESHARES, INC. SAN FRANCISCO, California, United States Related to adviser: No

Marketer CALCAGNINI WEALTH MANAGEMENT, LLC BEVERLY HILLS, California, United States Related to adviser: No

Marketer FIRST DOMINION CAPITAL CORP. RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

RSM US LLP
PCAOB 49

CALCAGNINI WEALTH MANAGEMENT, LLC
CRD 293164 · SEC 801-112798

FIRST DOMINION CAPITAL CORP.
CRD 16330 · SEC 8-33719

Fund details & source

Fund ID: 805-7118316948
Reported beneficial owners: 79
Minimum commitment: $40K
Form D file number: 021-503066

Form ADV 2087874 · Mar 31, 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.

EASTWARD INVESTORS, LLCOther Private Fund · Last reported Mar 31, 2026$21.5MGross asset value

Form D fundraising filings

Eastward Investors, LLC

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian FIRST REPUBLIC SAN FRANCISCO, California, United States Related to adviser: No

Marketer CALCAGNINI WEALTH MANAGEMENT, LLC BEVERLY HILLS, California, United States Related to adviser: No

Marketer FIRST DOMINION CAPITAL CORP. RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

RSM US LLP
PCAOB 49

CALCAGNINI WEALTH MANAGEMENT, LLC
CRD 293164 · SEC 801-112798

FIRST DOMINION CAPITAL CORP.
CRD 16330 · SEC 8-33719

Fund details & source

Fund ID: 805-8167984341
Reported beneficial owners: 80
Minimum commitment: $1K
Form D file number: 021-288138

Form ADV 2087874 · Mar 31, 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.

EASTWARD CAPITAL PARTNERS IX, LPOther Private Fund · Last reported Mar 31, 2026$13.2MGross asset value

Form D fundraising filings

Eastward Capital Partners IX, L.P.

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian ESHARES, INC. SAN FRANCISCO, California, United States Related to adviser: No

Marketer CALCAGNINI WEALTH MANAGEMENT, LLC BEVERLY HILLS, California, United States Related to adviser: No

Marketer FIRST DOMINION CAPITAL CORP. RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

RSM US LLP
PCAOB 49

CALCAGNINI WEALTH MANAGEMENT, LLC
CRD 293164 · SEC 801-112798

FIRST DOMINION CAPITAL CORP.
CRD 16330 · SEC 8-33719

Fund details & source

Fund ID: 805-8562262816
Reported beneficial owners: 119
Minimum commitment: $40K
Form D file number: 021-403010

Form ADV 2087874 · Mar 31, 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.

EASTWARD CAPITAL PARTNERS VIII, LPOther Private Fund · Last reported Mar 31, 2026$7.07MGross asset value

Form D fundraising filings

Eastward Capital Partners VIII, LP

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian ESHARES, INC. SAN FRANCISCO, California, United States Related to adviser: No

Marketer CALCAGNINI WEALTH MANAGEMENT, LLC BEVERLY HILLS, California, United States Related to adviser: No

Marketer FIRST DOMINION CAPITAL CORP. RICHMOND, Virginia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

RSM US LLP
PCAOB 49

CALCAGNINI WEALTH MANAGEMENT, LLC
CRD 293164 · SEC 801-112798

FIRST DOMINION CAPITAL CORP.
CRD 16330 · SEC 8-33719

Fund details & source

Fund ID: 805-9843675848
Reported beneficial owners: 54
Minimum commitment: $70K
Form D file number: 021-312481

Form ADV 2087874 · Mar 31, 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.

ACM ALAMOSA EASTWARD LLCOther Private Fund · Last reported Mar 31, 2026$695KGross asset value

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian ESHARES, INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-7765673012
Reported beneficial owners: 2
Minimum commitment: $20K

Form ADV 2087874 · Mar 31, 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.

ELP SPV 1, LLCOther Private Fund · Last reported Jul 19, 2012$35MGross asset value

Auditor MCGLADREY & PULLEN, LLP BOSTON, Massachusetts, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5222029505
Reported beneficial owners: 1
Minimum commitment: $0
Form D file number: 021-999999999

Form ADV 660503 · Jul 19, 2012 · 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: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

432 CHERRY STREET
WEST NEWTON, MA, 02465, United States

CRD 161422

Filing source

Form ADV 2087874 · Mar 31, 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.