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Philip Jon Greenblatt

Easterly Investment Partners LLC

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About Philip Jon Greenblatt

Philip Greenblatt is a Chartered Financial Analyst who has been in the industry since September 2013. Currently, Philip works for Easterly Investment Partners LLC and is registered as an Investment Advisor Representative in both Pennsylvania and Texas. Philip has extensive experience in the industry and his expertise is primarily focused on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Easterly Investment Partners LLC, Philip worked at Snow Capital Management in Sewickley, Pennsylvania. In addition to his work at Easterly Investment Partners LLC, Philip is a partner in a real estate leasing business, C Legs, LLC, based in Grass Lake, Michigan.

Firm Information

Philip Greenblatt is currently registered with Easterly Investment Partners LLC. Easterly Investment Partners LLC is a Beverly, MA-based investment advisor. The firm manages a total of $2,814,966,076 in regulatory assets under management. The firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs. Easterly Investment Partners LLC primarily works with individuals, corporations, and pooled investment vehicles, with a significant portion of its assets under management coming from investment companies and pension and profit-sharing plans.
Easterly Investment Partners LLC

138 CONANT STREET

BEVERLY, MA 01915

$2.81B

Assets Under Management

19

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Philip Greenblatt’s Registration & Firm History

PA

07/15/2021 - Present

Easterly Investment Partners LLC (Sewickley PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Jon Greenblatt.
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