EAGLE MERCHANT PARTNERS
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 285104
- Registered since
- March 16, 2023
- Website
- eaglemerchantpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Eagle Merchant Partners is an LLC that operates as a private equity fund manager and sponsor/GP. The firm provides portfolio management for pooled investment vehicles and targets institutional clients. Structurally it sits as a manager of private funds rather than as a broad-based capital allocator to outside manager platforms. Its advisory model combines percentage-of-AUM and performance-based fee components, reflecting a typical GP economics framework. Investment activity centers on running pooled private equity vehicles where the firm serves as sponsor and managing member. The firm identifies, structures and manages fund-level investments and integrates ESG considerations into its investment process; it is designated an active ESG investor. Eagle Merchant Partners was registered with the SEC in 2023 and is owned under an individual-owner structure.
Assets & Accounts
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
Owners & executives
1 of 1SHELLIE DAVIS
Chief Financial OfficerCRD 8061591
Contacts
3 of 3EDWARD CROFT
CRD 2177873
William Lundstrom
PartnerCRD 6700304
Ernest Sumner
Vice PresidentCRD 7361250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3060 Peachtree Rd NW
- Time zone
- ET (UTC-5)
- Office locations
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