EAGLE ASSET MANAGEMENT INC

Overview

Eagle Asset Management Inc. is a corporate-structured registered investment adviser with SEC registration dating to 1984. The firm serves both individual and family clients as well as institutional accounts, delivering portfolio management across a range of client types: individuals and small businesses, investment companies, pooled investment vehicles, and institutional or business clients. Its compensation model combines percentage-of-assets and performance-based fees, and it reports no active ESG investment stance. The firm maintains a broad set of industry relationships and roles that extend beyond pure advisory work. Public filings indicate affiliations and activities that include broker-dealer relationships, trust and banking links, municipal advisory registration, insurance- and pension-related activity, and roles as sponsor, general partner, or managing member of pooled investment vehicles and limited partnerships.

Assets & Accounts

Public Holdings

Investments & Alternatives