RIA Intel›Advisers›Massachusetts›EAST HORIZON INVESTMENTS LLC

EAST HORIZON INVESTMENTS LLC

Advisory

CAMBRIDGE, MA

Data as of May 25, 2026 · Source: SEC Form ADV

Rank in MA

#1,095

of 1,590 advisers by AUM

Average account

$730K

across 87 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed May 25, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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