Eastrich Capital Advisors LLC (New York)

Eastrich Capital Advisors LLC is an adviser based in New York. It manages $20.45 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2019.

Eastrich Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eastrich Capital Advisors: assets under management

The assets under management (AUM) of Eastrich Capital Advisors LLC is $20.45 million, all of which is managed in discretionary accounts. $16.45 million of the total AUM is attributable to clients outside of the United States.

The firm manages $20.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.09 million each.

Eastrich Capital Advisors has custody of $20.45 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eastrich Capital Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eastrich Capital Advisors serves?

The only and largest group of clients of Eastrich Capital Advisors is pooled investment vehicles with 5 clients and $20.45 million of assets under management. Among the 3 most similar advisory firms, Eastrich Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $20.45 million for 5 clients. 60% of the firm’s clients are foreign persons or businesses.

Eastrich Capital Advisors also advises several private funds. Namely, four real estate funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Eastrich Capital Advisors LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in New York

The principal office where Eastrich Capital Advisors LLC performs its advisory services is located at One Penn Plaza,, New York, NY 10119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.