East Coast Asset Management, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 211
- Avg AUM / client
- $4.8M
- Accounts
- 373
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $25.6M | 2.55% |
| High net worth individuals | 131 | $363M | 36.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $122M | 12.1% |
| Charitable organizations | Fewer than 5 clients | $13.1M | 1.3% |
| Other | Fewer than 5 clients | $483M | 48.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $71.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ecam Partners Fund, Lp | Hedge Fund | Delaware | $71.6M | 32 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Matthew Begg | Ceo, Cio & Partner | CFA | Aug 2008 (18y) | 50% – 75% |
| Benjamin Steven Favazza | Coo & Partner | CFP | Aug 2008 (18y) | 10% – 25% |
| Bolger, Jane, Ellen | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Bradford, Scott, Douglas | Portfolio Manager & Partner | Dec 2021 (5y) | 25% – 50% | |
| Michael Mcdowell Connolly | Registered representative | Nov 2014 (12y) | ||
| James Robert Crockett | Registered representative | CFA | Mar 2018 (8y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $71.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ecam Partners Fund, Lp | Hedge Fund | $71.6M | $1.0M | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $420M (42% of AUM) Jun 2026
- Fidelity Brokerage Services $279M (28% of AUM) Jun 2026
- Charles Schwab & Co. $123M (12% of AUM) Jun 2026
- Merrill Lynch $121M (16% of AUM) Mar 2022
- BNY Mellon $62.8M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗