Eastward Capital Partners, Llc
- Regulatory AUM
- $96.0M
- Discretionary
- $20.6M
- Clients
- 8
- Avg AUM / client
- $12.0M
- Accounts
- 8
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $96.0M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $166M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eastward Capital Partners Ix, Lp | Other Private Fund | Delaware | $72.4M | 2 |
| Eastward Leasing Partners, Llc | Other Private Fund | Delaware | $46.5M | 2 |
| Eastward Investors, Llc | Other Private Fund | Delaware | $26.5M | 33 |
| Eastward Capital Partners Viii, Lp | Other Private Fund | Delaware | $11.0M | 49 |
| Acm Alamosa Eastward Llc | Other Private Fund | Delaware | $7.0M | 2 |
| Eastward Capital Partners Vii, Lp | Other Private Fund | Delaware | $1.7M | 50 |
| Eastward Capital Partners Vi, Lp | Other Private Fund | Delaware | $1.0M | 33 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron, Dennis, Patrick | Senior Managing Director | May 2004 (22y) | 75% or more of Dpc Ma Business Trust,Llc (indirect) | |
| Dale, Michael, Francis | Chief Financial Officer And Chief Compliance Officer | Feb 2012 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dpc Ma Business Trust, Llc | Owner | May 2004 | A | 75% or more |
Undisclosed: 0% – 25% 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 (7, $166M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eastward Capital Partners Ix, Lp | Other Private Fund | $72.4M | $40.0K | 2 |
| Eastward Leasing Partners, Llc | Other Private Fund | $46.5M | $100K | 2 |
| Eastward Investors, Llc | Other Private Fund | $26.5M | $1.0K | 33 |
| Eastward Capital Partners Viii, Lp | Other Private Fund | $11.0M | $70.0K | 49 |
| Acm Alamosa Eastward Llc | Other Private Fund | $7.0M | $20.0K | 2 |
| Eastward Capital Partners Vii, Lp | Other Private Fund | $1.7M | $100K | 50 |
| Eastward Capital Partners Vi, Lp | Other Private Fund | $1.0M | $100K | 33 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.34 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
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF RETURNED CAPITAL
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗