East Horizon Investments Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 158364
· Cambridge, MA
· WWW.EASTHORIZONINVESTMENTS.COM
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ADV data as of May 25, 2026
- Regulatory AUM
- $63.5M
- Discretionary
- $63.5M
- Clients
- 35
- Avg AUM / client
- $1.8M
- Accounts
- 87
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $3.0M | 4.64% |
| High net worth individuals | 17 | $53.1M | 83.5% |
| Charitable organizations | Fewer than 5 clients | $7.5M | 11.8% |
| Other investment advisers | Fewer than 5 clients | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Uchida Henderson | Registered representative | CFP CFA | Jan 2012 (15y) | |
| Gita Rama Rao | Registered representative | Apr 2016 (10y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/25/2026 | 1.03 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $18.4M (29% of AUM) May 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: May 25, 2026.
View current Form ADV (SEC/IAPD) ↗