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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta signal
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
About East Horizon Investments
East Horizon Investments is a Cambridge, MA investment advisor with a family-office approach, serving select ultra high-net-worth clients, next-generation executives, and foundations/endowments. The firm provides financial planning and philanthropic/foundation support alongside global asset allocation and “best ideas” manager selection across equities and fixed income, often implemented via ETFs; custodies with Schwab and Fidelity. Based in CIC Kendall Square near MIT.
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Owner & Executives
ERIC UCHIDA HENDERSON
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #5981498
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GITA RAMA RAO PH.D
Managing Director
- CRD
- #2673674
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,540,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,540,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,540,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $495,899,525 | 18.3% |
| Private Funds | $617,842,032 | 22.8% |
| Corporate - Investment Grade | $338,729,184 | 12.5% |
| Cash | $555,515,862 | 20.5% |
| Municipal Bonds | $487,770,025 | 18.0% |
| U.S. Government/Agency | $214,076,844 | 7.9% |
| Total | $2,709,833,472 | 100.0% |