Eastspring US

RIASEC RegisteredEst. 2014
Total AUM
$49.7M
Discretionary
$23.8M
48% of AUM
Avg account
$24.9M
Accounts
2
Employees
7
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
169439
Registered since
January 16, 2014
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Eastspring US is a U.S.-registered corporate investment adviser that positions itself as an institutional-focused manager and pension consultant. The firm has been SEC-registered since 2014 and is owned by a combination of a foreign entity and an individual. Its business mix centers on portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, and pension consulting services rather than retail wealth management. Eastspring US does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser. It reports a fee structure classified as "other," and it is not characterized as a capital allocator—its role is advisory and discretionary management rather than functioning primarily as a third‑party allocator. Reported industry affiliations span several types of financial service entities, including investment advisory and commodity/CTA activity, trust and insurance company links, pension consulting, and real estate brokerage relationships.

Assets & Accounts

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

Owners & executives

2 of 2
  • David Muckley

    David Muckley

    Chief Compliance OfficerCRD 6421093

  • Salman Haider

    Chief Distribution OfficerCRD 7891799

Contacts

1 of 1
  • Craig Mauri

    Craig Mauri

    Registered RepresentativeCRD 2485761

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
24 E Washington St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth