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East Coast Asset Management, LLC

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Client assets under management

$388,119,103

More info

Clients

210

62% high-net worth

Advisors

4

of 9 employees

Firm type

Investment Manager

May not manage individual clients

Clients per advisor

53

Average account size

$1,848,186

About

East Coast Asset Management provides discretionary investment management to individuals, high‑net‑worth clients, trusts, foundations, endowments, and institutional plans through separately managed accounts and related portfolio services, using customary percentage‑of‑AUM billing. In addition to SMAs, the firm serves pooled investment vehicle clients by acting as investment adviser and general partner to its affiliated private fund, the ECAM Partners Fund, LP.

The firm’s investment approach is fundamentals‑driven with an “owner” mindset that emphasizes business quality and margin of safety, and it favors concentrated equity mandates — the Partners Strategy (typically 8–15 positions) and a Global Focused Value strategy (typically 20–30 positions) — while also offering customized portfolios that can include fixed income and derivatives. ECAM conducts ongoing research, may employ third‑party bond brokers for fixed income execution, and adjusts portfolios based on client objectives and changing market conditions.

What is distinctive for a team firm of this size is the active management of a pooled private fund and the use of performance‑based fee arrangements for qualified investors and certain SMAs, arrangements the firm discloses and manages through side‑by‑side allocation policies and reporting. The firm places primary emphasis on investment management rather than on providing comprehensive financial planning, and it provides regular performance reporting to fund investors and SMA clients.

Client services

Portfolio management

Expertise

Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: 0.75% to 1.0% per year (negotiable based on complexity, asset type, and other factors) $0+: Up to 1.0% per year for institutional clients

Performance-based

Performance fees charged to qualified clients investing in ECAM Partners Fund, LP and some SMAs; specifics disclosed in client agreements and Fund PPM.

Other

Account minimum: $1,000,000 Fee-only: Management fees generally from 0.75% to 1.0% per year; no commissions charged.

Main office location

East Coast Asset Management, LLC

16 Martin Street

Essex MA 01929, United States

Number of offices

2

Most active in

More info

California · Colorado · Delaware · Florida · Maine · Massachusetts · New Hampshire · New York · Texas · Vermont

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 978-801-0860

Advisors at this firm

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Michael C

Series 65

Essex, MA

East Coast Asset Management, LLC

Michael Connolly is a financial advisor at East Coast Asset Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with East Coast Asset Management since 2013. East Coast Asset Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, trusts, foundations, endowments, and pension plans. The firm emphasizes fundamental, business-oriented analysis and an owner mindset, managing roughly $750 million in assets across a five-advisor team.

Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Benjamin F

CFP®, Series 63, Series 65

Essex, MA

East Coast Asset Management, LLC

Benjamin Favazza is a CFP® professional with 26 years of industry experience, currently serving at East Coast Asset Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Essex, Massachusetts. East Coast Asset Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, trusts, foundations, and pension plans. The firm emphasizes fundamental, business-oriented analysis and an owner mindset, managing concentrated portfolios through both separately managed accounts and an affiliated private fund.

Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

James C

CFA®, Series 65

Essex, MA

East Coast Asset Management, LLC

James Crockett is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has been with East Coast Asset Management, LLC since 2015. East Coast Asset Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, trusts, foundations, and pension plans. The firm emphasizes fundamental, business-oriented analysis and an owner mindset, managing concentrated portfolios through separate accounts and an affiliated private fund.

Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Christopher B

CFA®

Essex, MA

East Coast Asset Management, LLC

Christopher Begg is a CFA® charterholder with 22 years of industry experience. He has been with East Coast Asset Management, LLC since 2011. Begg serves as an adjunct professor at Columbia Business School, where he teaches a security analysis course during the fall semester. East Coast Asset Management provides discretionary portfolio management to individual and institutional clients, emphasizing fundamental, business-oriented analysis and an owner mindset. The firm manages separate accounts and a private fund, serving approximately 200 clients with a focus on concentrated portfolios and ongoing research.

Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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