Double Eagle Family Offices, LLC

RIASEC RegisteredEst. 2021

Total AUM

$1.4B

Discretionary

$491M

35% of AUM

Avg account

$12.3M

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 315523
Registered since: September 22, 2021
Website: www.doubleeaglecapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Other64.41%
Pooled Investment Vehicles35.13%
HNWI0.47%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Double Eagle Family Offices, LLC is an SEC-registered independent RIA formed in 2021 that also functions as a private equity fund sponsor and capital allocator. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals/small businesses and for pooled investment vehicles, and it selects other advisers on behalf of clients. Fee arrangements are flexible and include asset-based fees, fixed fees, hourly charges and performance-based compensation. The firm does not identify as an active ESG investor and indicates it acts as sponsor, general partner and managing member for pooled investment vehicles it advises.