Eagle Talon Partners
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 311982
- Website
- www.eagletalonpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other80.65%
- HNWI19.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagle Talon Partners is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses, and institutional clients, with a client base oriented toward individuals and families. Its advisory fees combine a percentage-of-AUM charge with the possibility of performance-based fees. Eagle Talon is not positioned as a multi-state adviser, does not describe itself as an active ESG investor, and is not identified as a pension consultant or related adviser.
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
Asset composition
- Cash & Cash Equivalents90%
- Exchange Traded Equities10%
Contacts
3 of 3
Daelum Mawji
DC Strategic Accounts ManagerCRD 7776749
Ashira Mawji
Co-FounderCRD 8142539

Karim Mawji
Managing PartnerCRD 3248322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 4851 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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