Levin Easterly Partners is a fund manager in Beverly with $2.72 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Levin Easterly Partners LLC
SEC CIK
IRS number
832400656
SEC advisor number
801-114563
FINRA CRD number
299607
AUM ?
$2.72 bn
(as of 28 Mar 22)
Accounts
390
(as of 28 Mar 22)
Employees
23
(15 investment advisory or research)
Address
Levin Easterly Partners
595 MADISON AVENUE
17TH FLOOR
NEW YORK
NY 10022
595 MADISON AVENUE
17TH FLOOR
NEW YORK
NY 10022
Office hours
Monday - Friday, 9:00AM - 5:30PM
Phone
2122590800
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Le Partners Holdings LLC | Member | 11/2018 | > 75% |
| Crate, Darrell, William | Chairman | 11/2018 | < 5% |
| Crate, Darrell, William | Member | 03/2019 | > 75% |
| Le Partners Holdings II LLC | Member | 03/2019 | > 75% |
| Murphy, John, William | Co-chief Investment Officer | 03/2019 | < 5% |
| Easterly Asset Management LP | Member | 01/2022 | > 75% |
| Easterly Asset Management GP LLC | General Partner | 10/2020 | |
| Iraci, Joseph, Christopher | Chief Compliance Officer | 06/2021 | < 5% |
| Easterly Capital, LLC | Limited Partner | 06/2021 | > 75% |
| Snow, Richard | Co-chief Investment Officer | 07/2021 | < 5% |
| Juster, Kenneth, G | General Counsel | 03/2022 | < 5% |
| Sahota, Amaris | Chief Operating Officer | 05/2021 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Easterly Investment Partners LLC | $2.72 bn | |
| Snow Capital Investment Partners LP | $81.65 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Nov 21
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Jul 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21