Easterly Asset Management
Easterly Asset Management is a private U.S. investment manager operating a multi-affiliate platform of actively managed mutual funds and alternative strategies (value equities, real estate, and maritime) for financial advisors, RIAs, family offices, HNW, and institutional investors.
- Company typePrivate
- Founded2006
- HeadquartersBeverly, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Easterly Asset Management does
Easterly Asset Management is a private, U.S.-based investment management firm headquartered in Beverly, Massachusetts, founded in 2006 and operating with 51-100 employees. The firm positions itself as a multi-affiliate platform that provides investors with access to mutual funds and alternative strategies managed by trusted investment teams, organized under three banners: Easterly Snow (value-oriented equity strategies, including the Small Cap Value Fund and the newly launched All Cap Value Fund), Easterly Ranger (U.S. listed real estate strategies), and Easterly Clear Ocean (a maritime investment platform covering chemical tankers and, more recently, dry bulk carriers across multiple fund tranches).\n\nThe firm generates revenue through asset-based management fees on assets under management, with the platform's scale anchored by the June 2026 acquisition of Olstein Capital Management's mutual fund business, which added approximately $508.7 million in combined AUM. Distribution is structured around three dedicated investor portals (advisors.easterlyam.com, institutional.easterlyam.com, and affiliates.easterlyam.com) and a regional field sales motion led by a Mid-Atlantic-based SVP targeting RIAs, financial advisors, family offices, high-net-worth investors, and institutional investors. Recent performance data point includes the ECO Tranche I chemical tanker fund, which achieved an estimated 63% net IRR, a 4.25x net multiple, and 297% distributed to paid-in capital since inception in August 2021.
Easterly Asset Management firmographics
Firmographics- Name
- Easterly Asset Management
- Legal name
- Easterly Asset Management
- Website
- https://easterlyam.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Easterly Asset Management is a private U.S. investment manager operating a multi-affiliate platform of actively managed mutual funds and alternative strategies (value equities, real estate, and maritime) for financial advisors, RIAs, family offices, HNW, and institutional investors.
- Ownership category
- akta.pro rank
Easterly Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Equity Mutual Funds (Active) (FSAAAEAA)
- akta.pro secondary industries
- Style Equity — Value (Active) (FSAAAIAH), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where Easterly Asset Management is headquartered
LocationHeadquarters
- HQ city
- Beverly
- HQ country
- United States
- HQ region
- North America
Markets served
Easterly Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Asset Management Fees: Easterly Asset Management generates revenue through management fees charged on assets under management (AUM) across its mutual fund platform. The firm manages multiple funds including the Easterly Snow Small Cap Value Fund and the newly launched Easterly Snow All Cap Value Fund, with combined AUM of approximately $508.7 million from the Olstein acquisition.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels3 records
Easterly Asset Management product offering
Product offeringCore offering
Easterly Asset Management provides a multi-strategy investment management platform offering investors access to actively managed mutual funds run by trusted investment teams with established track records. Offerings span value-oriented equity strategies (small cap and all-cap value), U.S. listed real estate strategies, and maritime investment funds covering chemical tankers and dry bulk carriers, distributed to financial advisors, institutional investors, family offices, and high-net-worth individuals.
Product overview
Easterly Asset Management operates a multi-strategy investment platform offering mutual funds and alternative investment solutions. The platform encompasses the Easterly Snow fund family (Small Cap Value Fund and newly launched All Cap Value Fund), the Easterly Ranger real estate strategies (U.S. Real Estate Strategy and U.S. Focused Real Estate Strategy), and the Easterly Clear Ocean maritime investment platform (ECO) which manages chemical tanker and dry bulk carrier funds across multiple tranches. The firm provides access to these solutions through separate interfaces for financial advisors, institutional investors, and prospective strategic partners.
Differentiator
Problem solved
Functional benefit
Products and services
- Easterly Snow Small Cap Value Fund A value-oriented mutual fund focusing on small cap equities, managed by the Easterly Snow investment team using a disciplined philosophy centered on cash flow analysis, balance sheet strength, and downside risk protection. Targeted at financial advisors, institutional investors, and HNW investors seeking active small cap value exposure.
- Easterly Snow All Cap Value Fund A newly launched value fund offering all-cap equity exposure, part of the Easterly Funds Trust series. Extends Easterly Snow's value-oriented investment strategies to a broader investor base and meets growing investor demand for active management across market capitalizations.
- Easterly Ranger U.S. Real Estate Strategy A U.S. listed real estate investment strategy under the Easterly Ranger banner, supporting the Global Real Estate Strategy and offered to institutional investors and financial advisors.
- Easterly Ranger U.S. Focused Real Estate Strategy A focused U.S. real estate investment strategy within the Easterly Ranger platform, relaunched in 2026 to provide targeted real estate exposure for institutional and advisor clients.
- Easterly Clear Ocean (ECO) A maritime investment platform backed by Easterly Asset Management that invests in chemical tankers and dry bulk carriers, managing multiple fund tranches with targeted returns. Targets institutional and HNW investors seeking alternative real-asset exposure.
- ECO Fleet Holdings V LP Fifth fund in the Easterly Clear Ocean (ECO) series, expanding the maritime investment platform into dry bulk carriers with five vessels deployed at launch. Targets institutional and HNW investors seeking maritime alternative exposure.
Quantifiable outcome
- 63% net IRR achieved by ECO Tranche I for investors
- +4 more outcomes
Companies that use Easterly Asset Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
Easterly Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Easterly Asset Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Olstein Capital ManagementcoreEasterly Asset Management completed acquisition of Olstein Capital Management's mutual fund business on June 26, 2026. The transaction added approximately $508.7 million in combined AUM and brought two former Olstein executives (including former President Eric Heyman) to Easterly. The integration extends Easterly Snow's value-oriented strategies to a broader investor base and scales the small cap value strategy.
- ECO Fleet Holdings V LPcoreEasterly Clear Ocean (ECO) is raising capital for its fifth fund, ECO Fleet Holdings V LP, which launched in August 2025. This fund marks ECO's first expansion into dry bulk carriers with five vessels already deployed, following the successful exit of ECO Tranche I which achieved 63% net IRR and 4.25x net multiple.
Scale indicators9 records
Recent moves5 records
Expansion highlights6 records
Easterly Asset Management competitors and assessment
Company assessmentPeers
Direct peers
- Snow Capital Management: Snow Capital is the value-oriented equity sub-advisor behind the Easterly Snow Small Cap Value Fund and the newly launched Easterly Snow All Cap Value Fund. Operates the same value, cash-flow, downside-risk discipline Easterly markets, and serves as the investment engine for the Snow-branded funds.
- Manning & Napier: Manning & Napier is an active equity and multi-asset manager distributing mutual funds and SMAs to advisors, institutions, and retirement plans. Similar scale, active-only orientation, and advisor-led distribution motion make it a direct comparable.
- Victory Capital Holdings: Victory Capital operates a multi-affiliate, multi-boutique active asset management model — acquiring independent investment franchises (e.g., USAA, WestEnd) and distributing their strategies under a shared platform. Easterly mirrors this affiliate-platform structure with Snow, Ranger, and Clear Ocean banners and an acquisition-led growth approach.
- Olstein Capital Management: Olstein is a value-oriented equity manager running the Olstein All Cap Value Fund and related strategies — now folded into Easterly's platform via the June 2026 acquisition. Directly comparable on investment style, product structure, and customer base prior to integration.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Easterly Asset Management social profiles
Digital presenceEasterly Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Easterly Asset Management leadership team
Management profileNumber of profiles
Profiles7 records
Easterly Asset Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Easterly Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Easterly Asset Management M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Easterly Asset Management
What does Easterly Asset Management do?
Easterly Asset Management provides a multi-strategy investment management platform offering investors access to actively managed mutual funds run by trusted investment teams with established track records. Offerings span value-oriented equity strategies (small cap and all-cap value), U.S. listed real estate strategies, and maritime investment funds covering chemical tankers and dry bulk carriers, distributed to financial advisors, institutional investors, family offices, and high-net-worth individuals.
Is Easterly Asset Management a public or private company?
Easterly Asset Management is a private company. It is classified as unknown and is currently operating.
When was Easterly Asset Management founded?
Easterly Asset Management was founded in 2006. It employs 51 to 100 people.
Where is Easterly Asset Management based?
Easterly Asset Management is headquartered in Beverly, United States, in the North America region.
How does Easterly Asset Management make money?
One revenue line is on record: asset Management Fees.
Who are Easterly Asset Management's main competitors?
Diamond Hill Capital Management is listed as a peer. Direct peers are Snow Capital Management, Manning & Napier, Victory Capital Holdings and Olstein Capital Management.
Does Easterly Asset Management have an API?
No public API is recorded for Easterly Asset Management.
What industry is Easterly Asset Management in?
Easterly Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAEAA, Equity Mutual Funds (Active), with a secondary code of FSAAAIAH, Style Equity — Value (Active). Its NAICS code is 523940 and its SIC code is 6282.