DOUBLE EAGLE FAMILY OFFICES, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- State & Local Bonds21%
- Public Funds/Mutual Funds8%
- Other7%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Megan Bianca
Controller and Chief Compliance OfficerCRD 6984518
Contacts
2 of 2Paul Keiper
Managing DirectorCRD 7409771
ERIN KEELING
ControllerCRD 4833197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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