Insights

Distribution Partnership East Coast Asset Management has formed a strategic distribution partnership with Eolas Capital to support expansion and enhance client acquisition capabilities, creating a growth channel for market strategy and outreach.

Premium Client Target The firm targets high net worth individuals, families, foundations and endowments, signaling strong AUM potential and opportunities to offer advanced wealth management, fiduciary advisory, and philanthropic services.

Open Architecture An open architecture, unbiased advice model with transparent reporting differentiates the firm from traditional brokers, enabling sales conversations around fee structures, customization, and portfolio construction.

Regional Footprint With offices in Essex and Boston, MA, the firm has a strong regional presence that supports local client acquisition, events, and partnerships with Massachusetts based family offices and foundations.

Growth Readiness A lean team and mid range revenue suggest a scalable platform ready for partnerships and technology enabled services, including enhanced distribution, reporting tools, and outsourced advisory capabilities to expand reach.

East Coast Asset Management Tech Stack

East Coast Asset Management uses 8 technology products and services including Open Graph, Network Solutions, Twemoji, and more. Explore East Coast Asset Management's tech stack below.

  • Open Graph
    Content Management System
  • Network Solutions
    Domain Name Services
  • Twemoji
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Priority Hints
    Performance
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers
  • jQuery.scrollTo
    Web Tools And Plugins

East Coast Asset Management's Email Address Formats

East Coast Asset Management uses at least 1 format(s):
East Coast Asset Management Email FormatsExamplePercentage
FLast@eastcoastasset.comJDoe@eastcoastasset.com
100%

Frequently Asked Questions

Where is East Coast Asset Management's headquarters located?

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East Coast Asset Management's main headquarters is located at 16 Martin Street Essex, Massachusetts 01929 United States. The company has employees across 1 continents, including North America.

What is East Coast Asset Management's phone number?

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You can contact East Coast Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is East Coast Asset Management's official website and social media links?

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East Coast Asset Management's official website is eastcoastasset.com and has social profiles on LinkedIn.

What is East Coast Asset Management's SIC code NAICS code?

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East Coast Asset Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does East Coast Asset Management have currently?

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As of December 2025, East Coast Asset Management has approximately 9 employees across 1 continents, including North America. Key team members include Chief Investment Officer/Co-Founder: C. M. B.Founder: B. F.Principal, Co-Founder: B. F.. Explore East Coast Asset Management's employee directory with LeadIQ.

What industry does East Coast Asset Management belong to?

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East Coast Asset Management operates in the Financial Services industry.

What technology does East Coast Asset Management use?

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East Coast Asset Management's tech stack includes Open GraphNetwork SolutionsTwemojiGoogle Fonts APIPriority HintsApacheApache HTTP ServerjQuery.scrollTo.

What is East Coast Asset Management's email format?

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East Coast Asset Management's email format typically follows the pattern of FLast@eastcoastasset.com. Find more East Coast Asset Management email formats with LeadIQ.

East Coast Asset Management

Financial ServicesMassachusetts, United States2-10 Employees

East Coast Asset Management is a financial services firm focused on investment management and wealth management for a selective client base. It emphasizes unbiased guidance, full transparency, and customized portfolio strategies within an open-architecture framework. Its clients include high net worth individuals, families, foundations, and endowments seeking tailored investment solutions.

The firm operates from offices in Essex and Boston, Massachusetts. It is positioned in the financial services industry as a provider of transparent, customized investment management for a constrained group of clients. In February 2025, East Coast Asset Management announced a strategic partnership with Eolas Capital LLC to support market strategy and distribution.

Section iconCompany Overview

Headquarters
16 Martin Street Essex, Massachusetts 01929 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    East Coast Asset Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    East Coast Asset Management's revenue is estimated to be in the range of $10M$25M

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