Philip Greenblatt is a CFA-designated registered investment advisor at Easterly Investment Partners LLC, based in Sewickley, PA, with 7 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 274 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Easterly's investment management fees are based on a percentage of the assets they manage. The specific fees are negotiated with each client and can be found in their investment management agreement. Fees may be paid monthly, quarterly, or annually, either directly by the client or through arrangements with custodians or financial advisors. The fee schedule is located in Appendix A.
Location
1605 Carmody Court, Suite 300, Blaymore IV, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Philip is a partner/director at C Legs, LLC, a real estate leasing company, since 2021. He spends minimal time on this non-investment related activity, providing general advice and input as a passive partner.
Employment History
Current Registrations
Easterly Investment Partners LLC
Previous Registrations
Snow Capital Management, L.P.
State Registrations2 states
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