EAGLE TALON PARTNERS

RIASEC Registered
Total AUM
$31M
Discretionary
$31M
100% of AUM
Avg account
$1.6M
Accounts
20
Employees
3
Advisory reps
3

Firm details

Headquarters
NAPLES, Florida
CRD number
311982
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

FINTRX

Overview

Eagle Talon Partners is an LLC that provides discretionary portfolio management to individuals, families and small businesses, as well as to business and institutional clients. The firm operates with a fee model that combines a percentage-of-assets-under-management approach with the option of performance-based fees, indicating it may structure incentive arrangements for certain mandates or alternative strategies. Advisory activity is concentrated on managed portfolios rather than pension consulting or broad capital allocation — the firm reports it does not act as a capital allocator. Investment activity shows a conservative, liquidity-focused posture: the firm holds the bulk of client assets in cash and cash equivalents while selectively allocating to external alternative managers. Eagle Talon Partners does not position itself as an ESG investor, and it is organized for a single-owner structure rather than as a multi-state or large institutional adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Cash & Cash Equivalents 90%, Exchange Traded Equities 10%90%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth