Eagle Realty Capital Partners, LLC

RIASEC RegisteredEst. 2016
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
21

Firm details

Headquarters
Cincinnati, Ohio
CRD number
282903
Registered since
March 11, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eagle Realty Capital Partners, LLC is an SEC-registered institutional RIA formed in 2016 that provides portfolio management for pooled investment vehicles. The firm is organized as a limited liability company and lists ownership that includes both a domestic entity and an individual. Its fee arrangements are flexible — the firm uses asset-based fees, fixed fees, performance fees and other fee structures. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm is marked as a related adviser to other entities. Affiliations extend beyond traditional advisory activity: Eagle Realty Capital Partners has relationships or registrations across broker-dealer activity, other registered investment adviser roles, commodity pool operator/commodity trading adviser (CPO/CTA) functions, insurance company connections, and sponsor or managing member roles for limited partnerships and pooled investment vehicles. The organization does not present itself primarily as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Timothy Stearns

    Timothy Stearns

    Vice President and Chief Compliance OfficerCRD 1327230

Contacts

3 of 20
  • Jay Vincent Johnson

    Vice PresidentCRD 6607547

  • Todd Etter

    SVPCRD 7896388

  • John Musgrove

    Financial Advisor and Registered RepresentativeCRD 6607165

Unlock 17 more contacts

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

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
301 E 4th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth