Eolas Capital

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
9

Firm details

Headquarters
Boston, Massachusetts
CRD number
316292
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Eolas Capital operates as a limited liability company and functions primarily as a capital allocator. The firm focuses on selecting other advisers to manage investments, indicating a preference for a multi-manager approach. While it does not have a specific classification, its activities suggest a strong emphasis on advisory services. Eolas Capital does not actively engage in ESG investing, which may reflect its investment philosophy. The firm is structured as a foreign entity and is owned by an individual, which can influence its operational strategies and client engagement.

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

Owners & executives

3 of 4
  • James Mac Intyre

    James Mac Intyre

    Managing Director, Chief Investment OfficerCRD 4739791

  • Rose Huening-clark

    Rose Huening-clark

    Chief Operating OfficerCRD 5776333

  • Michael Bird

    Michael Bird

    CFOCRD 7449489

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Contacts

3 of 5
  • Jeffrey Bottom

    Jeffrey Bottom

    Director of Business DevelopmentCRD 3143733

  • Glen Holding

    Glen Holding

    DirectorCRD 7440726

  • Katherine Youhanna

    Katherine Youhanna

    DirectorCRD 7440729

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
10 Post Office Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth