Eagle Merchant Partners

RIASEC Registered
Total AUM
$841M
Discretionary
$841M
100% of AUM
Avg account
$49.4M
Accounts
17
Employees
22
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
285104
Registered since
March 16, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eagle Merchant Partners is a limited liability company that operates as a private equity fund manager and serves institutional clients. The firm is registered with the SEC (registered in 2023) and focuses on portfolio management for pooled investment vehicles. It functions as sponsor, general partner and managing member for its funds, indicating an active role in deal selection, fund structuring and ongoing management. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee elements. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth