EAGLETREE CAPITAL, LP

RIASEC RegisteredEst. 2015
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$146M
Accounts
30
Employees
41
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
281137
Registered since
October 16, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Eagletree Capital, LP is organized as a limited partnership and operates as a private equity fund manager that also serves as sponsor and general partner for pooled investment vehicles. The firm is registered with the SEC (registered in 2015) and targets institutional clients. Its operations include portfolio management for pooled vehicles and commodity pool/CTA-like activities; it is not structured primarily as a capital allocator. Fee arrangements combine a percentage-of-AUM management fee with performance-based compensation. The firm does not identify as an active ESG investor and is not a multi-state adviser.

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

2 of 2
  • STEPHANIE MCCAVITT

    General Counsel & Chief Compliance OfficerCRD 7243046

  • JEAN NG

    Chief Financial OfficerCRD 8026818

Contacts

2 of 2
  • ANUP BAGARIA

    Co-Managing PartnerCRD 2447201

  • GEORGE MAJOROS

    Co-Managing PartnerCRD 2358174

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1185 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth