other names
  • EAST COAST ASSET MANAGEMENT, LLC
  • EAST COAST ASSET MANAGEMENT
{{ Info.Overview }}

Adviser Profile

As of Date 03/31/2026
ADV Location ESSEX, MA, United States
Adviser Type - Large advisory firm
Number of Employees 9 13%
of those in investment advisory functions 5
Registration SEC, Approved, 08/05/2008
AUM* 1,006,114,321 63%
of that, discretionary 1,006,114,321 63%
Private Fund GAV* 121,664,716 45%
Avg Account Size 2,697,357 50%
% High Net Worth 59.82% 4%
SMA’s Yes
Private Funds 1
Contact Info 978 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

764M 655M 545M 436M 327M 218M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$121,664,716

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Top Holdings

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Stck Ticker88160R101 Stock NameTESLA INC $ Position$36,694,903 % Position11.00% $ Change21.00% # Change19.00%
Stck Ticker893641100 Stock NameTRANSDIGM GROUP INC $ Position$31,040,642 % Position9.00% $ Change1.00% # Change0.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$15,376,723 % Position5.00% $ Change-4.00% # Change-3.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$13,943,899 % Position4.00% $ Change3.00% # Change-2.00%
Stck Ticker278768106 Stock NameECHOSTAR CORP $ Position$14,918,423 % Position4.00% $ Change # Change
Stck Ticker57636Q104 Stock NameMASTERCARD INCORPORATED $ Position$13,268,426 % Position4.00% $ Change0.00% # Change0.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$14,418,328 % Position4.00% $ Change-53.00% # Change-48.00%
Stck Ticker980745103 Stock NameWOODWARD INC $ Position$8,779,503 % Position3.00% $ Change19.00% # Change-1.00%

Brochure Summary