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CRD 299607
BEVERLY, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN WILLIAM MURPHY | n/a | New Canaan, CT | 7 | 34 | 1 | no |
| RICHARD A. SNOW | n/a | BEVERLY, MA | SEWICKLEY, PA | 5 | 35 | 1 | no |
| JOSHUA SCHACHTER | Chartered Financial Analyst | BEVERLY, MA | Sewickley, PA | 5 | 26 | 1 | no |
| Philip Jon greenblatt | Chartered Financial Analyst | Sewickley, PA | BEVERLY, MA | 5 | 10 | 1 | no |
| PAUL BRADLEY CITARELL | n/a | BEVERLY, MA | Falmouth, MA | 1 | 32 | 6 | yes |
| KEVIN ALLEN HECKMAN | Chartered Financial Analyst | BEVERLY, MA | FORT WASHINGTON, PA | 0 | 12 | 2 | yes |
| JOSE DEJESUS CERVANTES | n/a | BEVERLY, MA | WESTCHESTER, IL | 0 | 26 | 4 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SNOW CAPITAL INVESTMENT PARTNERS LP | Hedge Fund | $55.9M | May 29, 2024 | 25 | Mar 15, 2012 | reported | 021-212973 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CRATE, DARRELL, WILLIAM | Member | E | yes | 03/2019 | Dec 12, 2018 | May 29, 2024 |
| CRATE, DARRELL, WILLIAM | Chairman | Na | yes | 11/2018 | Dec 12, 2018 | May 29, 2024 |
| EASTERLY ASSET MANAGEMENT GP LLC | GENERAL PARTNER | F | yes | 10/2020 | Mar 5, 2021 | May 29, 2024 |
| EASTERLY ASSET MANAGEMENT HOLDINGS LLC | Owner | E | yes | 06/2023 | Jul 10, 2023 | May 29, 2024 |
| EASTERLY ASSET MANAGEMENT LP | Member | E | yes | 06/2023 | Nov 3, 2020 | May 29, 2024 |
| EASTERLY CAPITAL, LLC | LIMITED PARTNER | E | yes | 06/2021 | Jun 10, 2021 | May 29, 2024 |
| JUSTER, KENNETH, G | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | Na | yes | 03/2022 | Mar 28, 2022 | May 29, 2024 |
| LE PARTNERS HOLDINGS II LLC | Member | E | yes | 03/2019 | Apr 9, 2019 | May 29, 2024 |
| LE PARTNERS HOLDINGS LLC | Member | E | yes | 11/2018 | Dec 12, 2018 | May 29, 2024 |
| MILLER, AMARIS | CHIEF OPERATING OFFICER | Na | yes | 05/2021 | Mar 28, 2022 | May 29, 2024 |
| MONTAGUE, MICHAEL | CHIEF FINANCIAL OFFICER | Na | yes | 10/2023 | Mar 30, 2024 | May 29, 2024 |
| MURPHY, JOHN, WILLIAM | CO-CHIEF INVESTMENT OFFICER | Na | yes | 03/2019 | Apr 9, 2019 | May 29, 2024 |
| SNOW, RICHARD | CO-CHIEF INVESTMENT OFFICER | Na | yes | 07/2021 | Mar 28, 2022 | May 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| STRINGER ASSET MANAGEMENT, LLC | n/a | Former SEC adviser | $42.2M | N | yes | n/a |
| EASTERLY EAB RISK SOLUTIONS LLC | n/a | Former SEC adviser | $0 | N | yes | n/a |
| EASTERLY INVESTMENT PARTNERS GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| EASTERLY SECURITIES LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Sewickley | Pa | United States | 9 | no |
| NEW CANAAN | Ct | United States | 2 | no |
| NEW YORK CITY | NY | United States | 0 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 17, 2026 | $2.8B | $2.2B | 27 | 27 | 2 | 2 | n/a |
| 2024 | Mar 31, 2025 | $3.1B | $2.4B | 36 | 23 | 3 | 1 | n/a |
| 2023 | May 29, 2024 | $2.8B | $2.1B | 19 | 14 | 3 | 1 | $55.9M |
| 2022 | Mar 31, 2023 | $1.3B | $1.3B | 21 | 15 | 2 | 1 | $76.9M |
| 2021 | Mar 28, 2022 | $2.7B | $1.5B | 23 | 15 | 2 | 1 | $81.7M |
| 2020 | Mar 31, 2021 | $2.2B | $599M | 13 | 11 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $5.4B | $3.9B | 14 | 12 | 1 | n/a | n/a |
| 2018 | May 29, 2019 | $6.1B | $5.3B | 21 | 13 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 14.3% | 0 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.8B | $3.1B | -7.3% | $1.3B | 28.3% | 27 | 36 | 2 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SNOW CAPITAL MANAGEMENT, L.P. | 2 | Jul 26, 2021 | Jul 15, 2021 | SEWICKLEY, PA | Team lift out | Other | 40.0% |