EAMON CAPITAL MANAGEMENT, LLC

Overview

Eamon Capital Management, LLC is a small, independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and small businesses. The firm operates under an individual ownership structure and bills clients through a percentage-of-AUM schedule supplemented by hourly charges for planning work. Its filings identify portfolio management and financial planning as the primary advisory activities; the firm is not flagged as an active ESG investor, nor does it act as a capital allocator to third‑party alternative managers. Investment activity centers on liquid, publicly traded pooled vehicles: the majority of client assets are held in public mutual funds and similar public funds. Management appears hands‑on at the account level (discretionary authority is reported), and the client mix is primarily retail — smaller households and family relationships alongside a limited number of institutional clients.

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Investments & Alternatives

Location & Offices