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 an SEC-registered investment adviser organized as a limited liability company and operating as a hedge-fund-style investment manager and capital allocator. The firm manages portfolios for a mix of individual and family clients as well as institutional investors and charges a combination of percentage-of-AUM and performance-based fees. Its advisory scope includes discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional/business clients. Eagle Capital does not identify itself as an active ESG investor and is not flagged as a multi-state adviser; it also serves in sponsor and GP roles and acts as managing member for pooled vehicles.