Eagleclaw Capital Management LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 134045
- Registered since
- March 3, 2005
- Website
- www.eagleclawcapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.79%
- Individuals8.32%
- Charitable Organizations6.72%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagleclaw Capital Management LLC is an independent, individual-owned RIA that provides fee-based portfolio management and financial planning to both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC (initial registration in 2005) and bills clients on a percentage-of-AUM basis. Its advisory scope includes portfolio management for individuals, small businesses, and institutional entities, and the firm operates as a registered representative of a broker-dealer. Documented industry affiliations include broker-dealer relationships, other investment adviser activities, registered municipal advisor duties, and connections with an insurance company. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities86%
- State & Local Bonds6%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Katherine Kelliher
Chief Compliance OfficerCRD 4146307
Contacts
3 of 4
Scot Wilks
Financial AdvisorCRD 5173594
David Donahue
Managing DirectorCRD 69819
Thomas Powers
Managing DirectorCRD 1464392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$38.9M in ETFs
85%
$33.2M
15%
$5.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $16.3M | 358,216 | 41.95% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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