DOUBLE EAGLE FAMILY OFFICES, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.4B
Discretionary
$491M
35% of AUM
Avg account
$12.3M
Accounts
114
Employees
6
Advisory reps
3

Firm details

Headquarters
FORT WORTH, Texas
CRD number
315523
Registered since
September 22, 2021
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 operates as an independent RIA and a private equity sponsor that positions itself as a capital allocator for family and institutional clients. The firm combines traditional wealth-management services with active roles as sponsor, general partner and managing member of pooled investment vehicles, and it advises both separately managed accounts and private pooled funds. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and the selection of other advisers, and its fee arrangements include percentage-of-AUM, fixed and hourly fees, and performance-based components. The firm shows a clear equity bias in its managed portfolios and uses discretionary and non-discretionary mandates depending on client needs. It provides family office-style services given its client base of individuals and families and its management of private funds, and it routinely allocates to third-party alternative managers via private placements. Double Eagle is not positioned as an ESG-first manager and is registered with the SEC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, State & Local Bonds 21%, Public Funds/Mutual Funds 8%, Other 7%, Cash & Cash Equivalents 2%62%
  • Exchange Traded Equities62%
  • State & Local Bonds21%
  • Public Funds/Mutual Funds8%
  • Other7%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Megan Bianca

    Controller and Chief Compliance OfficerCRD 6984518

Contacts

2 of 2
  • Paul Keiper

    Managing DirectorCRD 7409771

  • ERIN KEELING

    ControllerCRD 4833197

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
3724 Hulen St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth