Eagle Capital Management LLC

RIASEC RegisteredEst. 1995

Total AUM

$35.8B

Discretionary

$35.8B

100% of AUM

Avg account

$15.7M

Accounts

2,284

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106422
Registered since: April 5, 1995
Website: www.eaglecap.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses19.24%
HNWI18.44%
Charitable Organizations15.23%
Sovereign Wealth Funds12.85%
Investment Companies9.92%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Capital Management LLC is a privately owned hedge fund organized as an LLC and registered with the SEC since 1995. The firm functions as a capital allocator for both high-net-worth individuals and institutional clients, charging a mix of percentage-of-AUM and performance-based fees. Its advisory activities span portfolio management across individual and small-business accounts, investment companies, pooled vehicles and institutional/business mandates. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser or pension consultant. Eagle Capital also acts in sponsor and GP roles and serves as managing member of pooled investment vehicles, indicating operational involvement in the funds it manages or advises.